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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 | $19,530 | $85,766-77.2% | $136,298-85.7% | $70,126-72.2% |
| Participation rate | 69.0% | 74.2%-5.2pp | 81.9%-13.0pp | 69.5%-0.6pp |
| Annual return | 24.89% | 31.46%-6.6pp | 5156.27%-5131.4pp | 73.15%-48.3pp |
| Employer contribution / active EE | $2,512 | $2,966-15.3% | $4,696-46.5% | $2,343+7.2% |
| Participant deferral / active EE | $4,468 | $5,051-11.6% | $6,247-28.5% | $3,332+34.1% |
| Admin fee / account holder | $311 | $5,421-94.3% | $9,244-96.6% | $4,645-93.3% |