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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 | $17,564 | $103,387-83.0% | $87,102-79.8% | $152,885-88.5% |
| Participation rate | 65.0% | 79.4%-14.4pp | 76.9%-11.9pp | 82.5%-17.5pp |
| Annual return | 20.72% | 28.10%-7.4pp | 28.19%-7.5pp | 345.39%-324.7pp |
| Employer contribution / active EE | $2,608 | $3,221-19.0% | $2,521+3.4% | $4,763-45.3% |
| Participant deferral / active EE | $4,294 | $4,778-10.1% | $4,048+6.1% | $5,851-26.6% |
| Admin fee / account holder | $1,054 | $12,193-91.4% | $7,491-85.9% | $11,598-90.9% |