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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 | $17,337 | $76,551-77.4% | $123,894-86.0% | $62,881-72.4% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 68.34% | 18.68%+49.7pp | 47.52%+20.8pp | 20.14%+48.2pp |
| Employer contribution / active EE | $1,238 | $2,882-57.1% | $4,617-73.2% | $2,281-45.7% |
| Participant deferral / active EE | $2,335 | $4,840-51.7% | $5,984-61.0% | $3,203-27.1% |
| Admin fee / account holder | $2,109 | $4,826-56.3% | $8,357-74.8% | $4,296-50.9% |