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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 | $18,246 | $89,370-79.6% | $141,197-87.1% | $72,976-75.0% |
| Participation rate | 69.0% | 75.1%-6.2pp | 82.5%-13.5pp | 69.5%-0.5pp |
| Annual return | 27.82% | 111.88%-84.1pp | 71.41%-43.6pp | 81.02%-53.2pp |
| Employer contribution / active EE | $2,246 | $3,115-27.9% | $4,736-52.6% | $2,440-8.0% |
| Participant deferral / active EE | $4,845 | $5,419-10.6% | $6,710-27.8% | $3,608+34.3% |
| Admin fee / account holder | $2,758 | $5,957-53.7% | $10,265-73.1% | $5,124-46.2% |