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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 | $14,353 | $110,240-87.0% | $96,544-85.1% | $139,487-89.7% |
| Participation rate | 44.4% | 78.1%-33.7pp | 76.0%-31.5pp | 80.3%-35.9pp |
| Annual return | 26.24% | 26.41%-0.2pp | 25.88%+0.4pp | 373.84%-347.6pp |
| Employer contribution / active EE | $2,592 | $3,622-28.4% | $2,966-12.6% | $4,755-45.5% |
| Participant deferral / active EE | $3,010 | $5,549-45.8% | $4,851-38.0% | $6,713-55.2% |
| Admin fee / account holder | $2,425 | $11,602-79.1% | $8,254-70.6% | $11,407-78.7% |