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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 | $17,744 | $165,381-89.3% | $149,730-88.1% | $158,966-88.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 10.91% | 348.29%-337.4pp | 276.70%-265.8pp | 302.95%-292.0pp |
| Employer contribution / active EE | $1,311 | $5,104-74.3% | $4,645-71.8% | $4,762-72.5% |
| Participant deferral / active EE | $11,554 | $7,182+60.9% | $6,843+68.9% | $5,983+93.1% |
| Admin fee / account holder | $1,820 | $10,809-83.2% | $9,310-80.4% | $11,250-83.8% |