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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 | $19,007 | $89,367-78.7% | $141,191-86.5% | $72,975-74.0% |
| Participation rate | 65.1% | 75.1%-10.0pp | 82.5%-17.4pp | 69.5%-4.4pp |
| Annual return | 32.20% | 111.87%-79.7pp | 71.41%-39.2pp | 81.01%-48.8pp |
| Employer contribution / active EE | $2,388 | $3,115-23.3% | $4,736-49.6% | $2,440-2.1% |
| Participant deferral / active EE | $4,992 | $5,419-7.9% | $6,710-25.6% | $3,608+38.4% |
| Admin fee / account holder | $4,182 | $5,957-29.8% | $10,264-59.3% | $5,124-18.4% |