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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 | $17,175 | $226,090-92.4% | $182,531-90.6% | $152,885-88.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 18.53% | 192.57%-174.0pp | 148.57%-130.0pp | 345.39%-326.9pp |
| Employer contribution / active EE | $1,139 | $4,978-77.1% | $4,075-72.1% | $4,763-76.1% |
| Participant deferral / active EE | $3,015 | $6,369-52.7% | $5,525-45.4% | $5,851-48.5% |
| Admin fee / account holder | $440 | $10,705-95.9% | $8,593-94.9% | $11,598-96.2% |