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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 | $22,043 | $165,399-86.7% | $149,745-85.3% | $158,982-86.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 15.04% | 348.34%-333.3pp | 276.72%-261.7pp | 302.99%-287.9pp |
| Employer contribution / active EE | $968 | $5,105-81.0% | $4,646-79.2% | $4,763-79.7% |
| Participant deferral / active EE | $3,589 | $7,183-50.0% | $6,843-47.5% | $5,983-40.0% |
| Admin fee / account holder | $3,535 | $10,811-67.3% | $9,312-62.0% | $11,252-68.6% |