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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 | $36,860 | $227,399-83.8% | $189,758-80.6% | $198,609-81.4% |
| Participation rate | 52.9% | 84.0%-31.1pp | 79.8%-26.9pp | 82.4%-29.4pp |
| Annual return | 19.49% | 61.03%-41.5pp | 52.62%-33.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $1,912 | $5,526-65.4% | $4,767-59.9% | $5,055-62.2% |
| Participant deferral / active EE | $4,221 | $6,837-38.3% | $5,856-27.9% | $6,977-39.5% |
| Admin fee / account holder | $2,809 | $25,162-88.8% | $20,388-86.2% | $19,030-85.2% |