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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 | $15,621 | $135,956-88.5% | $123,894-87.4% | $273,972-94.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 19.56% | 56.63%-37.1pp | 47.52%-28.0pp | 41.46%-21.9pp |
| Employer contribution / active EE | $1,769 | $5,170-65.8% | $4,617-61.7% | $4,869-63.7% |
| Participant deferral / active EE | $4,732 | $6,343-25.4% | $5,984-20.9% | $5,287-10.5% |
| Admin fee / account holder | $1,267 | $9,817-87.1% | $8,357-84.8% | $10,133-87.5% |