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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 | $19,116 | $135,956-85.9% | $123,894-84.6% | $273,972-93.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 6.98% | 56.63%-49.7pp | 47.52%-40.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $3,334 | $5,170-35.5% | $4,617-27.8% | $4,869-31.5% |
| Participant deferral / active EE | $6,577 | $6,343+3.7% | $5,984+9.9% | $5,287+24.4% |
| Admin fee / account holder | $8,345 | $9,817-15.0% | $8,357-0.1% | $10,133-17.6% |