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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 | $17,406 | $162,136-89.3% | $152,301-88.6% | $154,746-88.8% |
| Participation rate | 68.4% | 84.1%-15.7pp | 82.4%-14.0pp | 80.7%-12.3pp |
| Annual return | 21.57% | 91.02%-69.4pp | 80.50%-58.9pp | 172.34%-150.8pp |
| Employer contribution / active EE | $2,505 | $4,890-48.8% | $4,624-45.8% | $4,379-42.8% |
| Participant deferral / active EE | $6,243 | $8,341-25.1% | $8,004-22.0% | $6,730-7.2% |
| Admin fee / account holder | $1,978 | $15,759-87.4% | $14,398-86.3% | $14,365-86.2% |