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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 | $17,597 | $93,589-81.2% | $135,942-87.1% | $75,181-76.6% |
| Participation rate | 61.5% | 75.2%-13.7pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 27.60% | 30.90%-3.3pp | 68.28%-40.7pp | 160.69%-133.1pp |
| Employer contribution / active EE | $2,078 | $3,537-41.3% | $4,858-57.2% | $2,671-22.2% |
| Participant deferral / active EE | $5,178 | $6,405-19.2% | $7,759-33.3% | $4,126+25.5% |
| Admin fee / account holder | $2,855 | $6,977-59.1% | $10,764-73.5% | $5,650-49.5% |