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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 | $16,389 | $102,422-84.0% | $147,117-88.9% | $80,959-79.8% |
| Participation rate | 62.5% | 75.9%-13.4pp | 82.2%-19.7pp | 67.7%-5.2pp |
| Annual return | 15.42% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $3,013 | $3,717-18.9% | $4,932-38.9% | $2,757+9.3% |
| Participant deferral / active EE | $6,759 | $6,652+1.6% | $8,065-16.2% | $4,300+57.2% |
| Admin fee / account holder | $3,492 | $7,953-56.1% | $12,993-73.1% | $6,925-49.6% |