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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 | $14,849 | $111,301-86.7% | $112,977-86.9% | $158,982-90.7% |
| Participation rate | 66.7% | 83.5%-16.8pp | 82.6%-15.9pp | 82.0%-15.3pp |
| Annual return | 22.56% | 26.40%-3.8pp | 24.24%-1.7pp | 302.99%-280.4pp |
| Employer contribution / active EE | $2,288 | $4,471-48.8% | $4,255-46.2% | $4,763-52.0% |
| Participant deferral / active EE | $3,706 | $5,880-37.0% | $5,836-36.5% | $5,983-38.1% |
| Admin fee / account holder | $611 | $8,392-92.7% | $6,294-90.3% | $11,252-94.6% |