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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 | $25,270 | $152,592-83.4% | $125,180-79.8% | $152,885-83.5% |
| Participation rate | 55.0% | 83.3%-28.3pp | 79.8%-24.8pp | 82.5%-27.5pp |
| Annual return | 30.72% | 54.84%-24.1pp | 43.79%-13.1pp | 345.39%-314.7pp |
| Employer contribution / active EE | $2,111 | $4,947-57.3% | $3,866-45.4% | $4,763-55.7% |
| Participant deferral / active EE | $3,135 | $5,868-46.6% | $4,937-36.5% | $5,851-46.4% |
| Admin fee / account holder | $725 | $13,435-94.6% | $9,703-92.5% | $11,598-93.8% |