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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 | $16,952 | $89,367-81.0% | $141,191-88.0% | $72,975-76.8% |
| Participation rate | 58.6% | 75.1%-16.6pp | 82.5%-23.9pp | 69.5%-10.9pp |
| Annual return | 35.76% | 111.87%-76.1pp | 71.41%-35.7pp | 81.01%-45.3pp |
| Employer contribution / active EE | $2,465 | $3,115-20.9% | $4,736-48.0% | $2,440+1.0% |
| Participant deferral / active EE | $3,388 | $5,419-37.5% | $6,710-49.5% | $3,608-6.1% |
| Admin fee / account holder | $849 | $5,957-85.7% | $10,264-91.7% | $5,124-83.4% |