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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 | $19,988 | $96,731-79.3% | $123,973-83.9% | $86,983-77.0% |
| Participation rate | 57.1% | 70.0%-12.9pp | 76.7%-19.5pp | 69.5%-12.4pp |
| Annual return | 26.86% | 17.33%+9.5pp | 388.13%-361.3pp | 25.83%+1.0pp |
| Employer contribution / active EE | $1,405 | $3,297-57.4% | $4,126-65.9% | $2,584-45.6% |
| Participant deferral / active EE | $1,932 | $4,152-53.5% | $5,247-63.2% | $4,194-53.9% |
| Admin fee / account holder | $1,097 | $8,722-87.4% | $11,799-90.7% | $7,856-86.0% |