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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 | $16,348 | $154,193-89.4% | $130,045-87.4% | $139,466-88.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 22.98% | 32.51%-9.5pp | -137.30%+160.3pp | 373.66%-350.7pp |
| Employer contribution / active EE | $2,179 | $5,292-58.8% | $4,321-49.6% | $4,754-54.2% |
| Participant deferral / active EE | $3,294 | $6,709-50.9% | $5,820-43.4% | $6,712-50.9% |
| Admin fee / account holder | $3,489 | $13,989-75.1% | $10,600-67.1% | $11,409-69.4% |