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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 | $18,999 | $178,174-89.3% | $156,181-87.8% | $137,256-86.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 13.33% | 84.19%-70.9pp | 64.87%-51.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,772 | $4,972-64.4% | $4,294-58.7% | $4,156-57.4% |
| Participant deferral / active EE | $8,556 | $6,888+24.2% | $6,132+39.5% | $6,407+33.5% |
| Admin fee / account holder | $2,906 | $17,404-83.3% | $14,586-80.1% | $12,270-76.3% |