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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 | $15,327 | $135,956-88.7% | $123,894-87.6% | $273,972-94.4% |
| Participation rate | 53.8% | 84.1%-30.2pp | 81.4%-27.6pp | 83.0%-29.2pp |
| Annual return | 9.84% | 56.63%-46.8pp | 47.52%-37.7pp | 41.46%-31.6pp |
| Employer contribution / active EE | $2,176 | $5,170-57.9% | $4,617-52.9% | $4,869-55.3% |
| Participant deferral / active EE | $4,604 | $6,343-27.4% | $5,984-23.1% | $5,287-12.9% |
| Admin fee / account holder | $3,744 | $9,817-61.9% | $8,357-55.2% | $10,133-63.1% |