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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 | $18,055 | $184,014-90.2% | $161,149-88.8% | $138,895-87.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 34.10% | 21.52%+12.6pp | 21.16%+12.9pp | 145.39%-111.3pp |
| Employer contribution / active EE | $1,481 | $5,055-70.7% | $4,360-66.0% | $4,194-64.7% |
| Participant deferral / active EE | $6,156 | $6,909-10.9% | $6,1530% | $6,396-3.8% |
| Admin fee / account holder | $1,964 | $18,027-89.1% | $15,194-87.1% | $12,562-84.4% |