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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 | $21,127 | $127,387-83.4% | $115,038-81.6% | $125,389-83.2% |
| Participation rate | 41.2% | 84.2%-43.0pp | 81.4%-40.2pp | 83.2%-42.0pp |
| Annual return | 16.56% | 31.28%-14.7pp | 26.14%-9.6pp | 282.24%-265.7pp |
| Employer contribution / active EE | $1,991 | $5,166-61.5% | $4,608-56.8% | $4,866-59.1% |
| Participant deferral / active EE | $4,753 | $6,423-26.0% | $6,026-21.1% | $5,352-11.2% |
| Admin fee / account holder | $2,442 | $9,516-74.3% | $8,175-70.1% | $9,541-74.4% |