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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 | $38,546 | $254,759-84.9% | $216,567-82.2% | $198,609-80.6% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 21.37% | 10.04%+11.3pp | 12.94%+8.4pp | 202.70%-181.3pp |
| Employer contribution / active EE | $2,169 | $6,096-64.4% | $5,216-58.4% | $5,055-57.1% |
| Participant deferral / active EE | $5,650 | $6,948-18.7% | $6,191-8.7% | $6,977-19.0% |
| Admin fee / account holder | $701 | $26,311-97.3% | $21,981-96.8% | $19,030-96.3% |