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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 | $13,926 | $201,372-93.1% | $184,260-92.4% | $145,884-90.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 17.65% | 29.04%-11.4pp | 28.84%-11.2pp | 551.85%-534.2pp |
| Employer contribution / active EE | $2,155 | $7,024-69.3% | $6,427-66.5% | $4,662-53.8% |
| Participant deferral / active EE | $4,732 | $9,808-51.8% | $9,133-48.2% | $6,690-29.3% |
| Admin fee / account holder | $2,908 | $16,362-82.2% | $13,898-79.1% | $13,392-78.3% |