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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 | $19,533 | $99,652-80.4% | $78,778-75.2% | $147,585-86.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 20.99% | 47.28%-26.3pp | 35.62%-14.6pp | 578.57%-557.6pp |
| Employer contribution / active EE | $2,162 | $2,796-22.6% | $1,986+8.9% | $4,876-55.7% |
| Participant deferral / active EE | $2,661 | $3,664-27.4% | $2,958-10.0% | $5,439-51.1% |
| Admin fee / account holder | $975 | $7,155-86.4% | $5,134-81.0% | $10,885-91.0% |