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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 | $19,814 | $178,174-88.9% | $156,181-87.3% | $137,256-85.6% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 17.90% | 84.19%-66.3pp | 64.87%-47.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,534 | $4,972-69.1% | $4,294-64.3% | $4,156-63.1% |
| Participant deferral / active EE | $2,872 | $6,888-58.3% | $6,132-53.2% | $6,407-55.2% |
| Admin fee / account holder | $517 | $17,404-97.0% | $14,586-96.5% | $12,270-95.8% |