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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 | $22,539 | $124,346-81.9% | $111,306-79.8% | $167,553-86.5% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 27.27% | 37.46%-10.2pp | 54.67%-27.4pp | 478.89%-451.6pp |
| Employer contribution / active EE | $2,377 | $3,438-30.9% | $2,732-13.0% | $4,840-50.9% |
| Participant deferral / active EE | $5,034 | $5,182-2.9% | $4,488+12.2% | $6,343-20.6% |
| Admin fee / account holder | $877 | $10,623-91.7% | $7,966-89.0% | $12,316-92.9% |