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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 | $15,907 | $78,423-79.7% | $95,964-83.4% | $79,856-80.1% |
| Participation rate | 55.8% | 73.5%-17.7pp | 77.1%-21.3pp | 69.6%-13.8pp |
| Annual return | 26.75% | 19.37%+7.4pp | 91.64%-64.9pp | 31.71%-5.0pp |
| Employer contribution / active EE | $1,742 | $1,945-10.5% | $2,541-31.5% | $2,471-29.5% |
| Participant deferral / active EE | $1,958 | $3,440-43.1% | $4,167-53.0% | $3,741-47.7% |
| Admin fee / account holder | $1,227 | $5,622-78.2% | $6,797-82.0% | $5,306-76.9% |