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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 | $10,513 | $172,111-93.9% | $150,298-93.0% | $137,256-92.3% |
| Participation rate | 65.0% | 81.7%-16.7pp | 77.8%-12.8pp | 80.0%-15.0pp |
| Annual return | 22.10% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,020 | $4,636-78.0% | $4,154-75.4% | $4,156-75.5% |
| Participant deferral / active EE | $1,710 | $6,166-72.3% | $5,453-68.6% | $6,407-73.3% |
| Admin fee / account holder | $1,358 | $16,471-91.8% | $14,116-90.4% | $12,270-88.9% |