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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 | $12,400 | $211,105-94.1% | $178,449-93.1% | $145,978-91.5% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 11.15% | 30.19%-19.0pp | 27.09%-15.9pp | 550.52%-539.4pp |
| Employer contribution / active EE | $2,241 | $4,569-51.0% | $3,951-43.3% | $4,662-51.9% |
| Participant deferral / active EE | $2,651 | $6,959-61.9% | $6,277-57.8% | $6,690-60.4% |
| Admin fee / account holder | $2,979 | $12,017-75.2% | $10,362-71.3% | $13,400-77.8% |