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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 | $15,345 | $117,829-87.0% | $102,423-85.0% | $145,877-89.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 14.07% | 31.83%-17.8pp | 29.42%-15.4pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,760 | $3,615-23.7% | $3,023-8.7% | $4,663-40.8% |
| Participant deferral / active EE | $2,926 | $5,732-49.0% | $5,054-42.1% | $6,691-56.3% |
| Admin fee / account holder | $3,021 | $13,335-77.3% | $9,455-68.0% | $13,402-77.5% |