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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 | $20,540 | $135,956-84.9% | $123,894-83.4% | $273,972-92.5% |
| Participation rate | 68.4% | 84.1%-15.6pp | 81.4%-13.0pp | 83.0%-14.6pp |
| Annual return | 15.92% | 56.63%-40.7pp | 47.52%-31.6pp | 41.46%-25.5pp |
| Employer contribution / active EE | $2,716 | $5,170-47.5% | $4,617-41.2% | $4,869-44.2% |
| Participant deferral / active EE | $6,405 | $6,343+1.0% | $5,984+7.0% | $5,287+21.1% |
| Admin fee / account holder | $2,845 | $9,817-71.0% | $8,357-66.0% | $10,133-71.9% |