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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 | $22,691 | $105,200-78.4% | $159,474-85.8% | $85,847-73.6% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.8%-23.4pp | 69.3%-9.9pp |
| Annual return | 24.50% | 45.08%-20.6pp | 263.68%-239.2pp | 318.61%-294.1pp |
| Employer contribution / active EE | $957 | $3,319-71.2% | $4,831-80.2% | $2,565-62.7% |
| Participant deferral / active EE | $4,432 | $5,946-25.5% | $7,353-39.7% | $3,952+12.1% |
| Admin fee / account holder | $1,355 | $6,934-80.5% | $10,802-87.5% | $6,261-78.4% |