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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 | $18,112 | $127,790-85.8% | $106,554-83.0% | $167,553-89.2% |
| Participation rate | 60.0% | 78.3%-18.3pp | 76.1%-16.1pp | 82.1%-22.1pp |
| Annual return | 18.59% | 33.88%-15.3pp | 26.80%-8.2pp | 478.89%-460.3pp |
| Employer contribution / active EE | $1,766 | $3,427-48.5% | $2,819-37.4% | $4,840-63.5% |
| Participant deferral / active EE | $11,789 | $5,088+131.7% | $4,398+168.0% | $6,343+85.9% |
| Admin fee / account holder | $702 | $11,231-93.8% | $7,408-90.5% | $12,316-94.3% |