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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 | $33,969 | $197,625-82.8% | $177,840-80.9% | $158,966-78.6% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 20.32% | 58.76%-38.4pp | 48.32%-28.0pp | 302.95%-282.6pp |
| Employer contribution / active EE | $1,661 | $6,698-75.2% | $5,919-71.9% | $4,762-65.1% |
| Participant deferral / active EE | $4,257 | $8,405-49.3% | $7,714-44.8% | $5,983-28.8% |
| Admin fee / account holder | $2,200 | $15,405-85.7% | $12,431-82.3% | $11,250-80.4% |