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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 | $24,871 | $88,370-71.9% | $112,977-78.0% | $79,856-68.9% |
| Participation rate | 61.1% | 76.8%-15.7pp | 82.6%-21.5pp | 69.6%-8.5pp |
| Annual return | 78.07% | 23.16%+54.9pp | 24.24%+53.8pp | 31.71%+46.4pp |
| Employer contribution / active EE | $2,189 | $3,398-35.6% | $4,255-48.6% | $2,471-11.4% |
| Participant deferral / active EE | $4,336 | $4,536-4.4% | $5,836-25.7% | $3,741+15.9% |
| Admin fee / account holder | $2,689 | $5,750-53.2% | $6,294-57.3% | $5,306-49.3% |