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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,270 | $78,670-73.0% | $109,173-80.5% | $85,847-75.2% |
| Participation rate | 65.5% | 68.3%-2.8pp | 75.9%-10.4pp | 69.3%-3.8pp |
| Annual return | 19.88% | 25.09%-5.2pp | 25.75%-5.9pp | 318.61%-298.7pp |
| Employer contribution / active EE | $4,888 | $2,734+78.8% | $3,723+31.3% | $2,565+90.5% |
| Participant deferral / active EE | $2,198 | $3,467-36.6% | $4,654-52.8% | $3,952-44.4% |
| Admin fee / account holder | $686 | $5,469-87.5% | $6,755-89.8% | $6,261-89.0% |