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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 | $26,524 | $80,763-67.2% | $102,412-74.1% | $74,459-64.4% |
| Participation rate | 69.8% | 65.7%+4.1pp | 74.5%-4.7pp | 67.2%+2.6pp |
| Annual return | 14.41% | 27.57%-13.2pp | 24.94%-10.5pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $1,824 | $3,160-42.3% | $3,870-52.9% | $2,626-30.6% |
| Participant deferral / active EE | $3,295 | $3,862-14.7% | $5,060-34.9% | $4,350-24.2% |
| Admin fee / account holder | $4,109 | $2,371+73.3% | $8,388-51.0% | $1,945+111.3% |