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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 | $16,241 | $132,634-87.8% | $115,768-86.0% | $137,256-88.2% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.4%-16.1pp | 80.0%-21.6pp |
| Annual return | 22.42% | 160.70%-138.3pp | 100.46%-78.0pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,622 | $3,360-51.7% | $2,940-44.8% | $4,156-61.0% |
| Participant deferral / active EE | $2,256 | $5,619-59.9% | $4,917-54.1% | $6,407-64.8% |
| Admin fee / account holder | $2,897 | $15,028-80.7% | $12,439-76.7% | $12,270-76.4% |