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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 | $13,419 | $154,228-91.3% | $145,433-90.8% | $137,256-90.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 30.89% | 74.59%-43.7pp | 66.58%-35.7pp | 220.34%-189.4pp |
| Employer contribution / active EE | $2,295 | $4,804-52.2% | $4,554-49.6% | $4,156-44.8% |
| Participant deferral / active EE | $6,678 | $8,216-18.7% | $7,897-15.4% | $6,407+4.2% |
| Admin fee / account holder | $1,040 | $14,344-92.8% | $13,129-92.1% | $12,270-91.5% |