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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 | $26,246 | $217,432-87.9% | $185,849-85.9% | $167,536-84.3% |
| Participation rate | 55.6% | 86.1%-30.5pp | 81.7%-26.2pp | 82.1%-26.6pp |
| Annual return | 18.16% | 148.42%-130.3pp | 122.10%-103.9pp | 478.82%-460.7pp |
| Employer contribution / active EE | $2,321 | $5,875-60.5% | $5,169-55.1% | $4,839-52.0% |
| Participant deferral / active EE | $3,289 | $6,357-48.3% | $5,569-40.9% | $6,342-48.1% |
| Admin fee / account holder | $1,266 | $19,818-93.6% | $16,244-92.2% | $12,315-89.7% |