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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 | $30,169 | $171,272-82.4% | $127,803-76.4% | $152,909-80.3% |
| Participation rate | 53.3% | 83.5%-30.1pp | 79.0%-25.7pp | 82.5%-29.1pp |
| Annual return | 24.40% | 23.54%+0.9pp | 26.14%-1.7pp | 345.46%-321.1pp |
| Employer contribution / active EE | $2,776 | $5,451-49.1% | $4,576-39.3% | $4,764-41.7% |
| Participant deferral / active EE | $4,009 | $7,043-43.1% | $6,023-33.4% | $5,851-31.5% |
| Admin fee / account holder | $3,216 | $14,540-77.9% | $9,399-65.8% | $11,601-72.3% |