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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 | $12,464 | $178,174-93.0% | $156,181-92.0% | $137,256-90.9% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 17.61% | 84.19%-66.6pp | 64.87%-47.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,454 | $4,972-70.8% | $4,294-66.1% | $4,156-65.0% |
| Participant deferral / active EE | $3,532 | $6,888-48.7% | $6,132-42.4% | $6,407-44.9% |
| Admin fee / account holder | $1,315 | $17,404-92.4% | $14,586-91.0% | $12,270-89.3% |