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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 | $15,345 | $72,273-78.8% | $101,275-84.8% | $79,856-80.8% |
| Participation rate | 67.8% | 68.5%-0.7pp | 75.8%-8.0pp | 69.6%-1.8pp |
| Annual return | 37.66% | 22.30%+15.4pp | 46.48%-8.8pp | 31.71%+5.9pp |
| Employer contribution / active EE | $2,022 | $2,691-24.9% | $3,660-44.8% | $2,471-18.2% |
| Participant deferral / active EE | $2,722 | $3,282-17.1% | $4,371-37.7% | $3,741-27.2% |
| Admin fee / account holder | $1,598 | $4,401-63.7% | $5,948-73.1% | $5,306-69.9% |