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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 | $21,293 | $209,336-89.8% | $197,124-89.2% | $137,256-84.5% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 15.41% | 48.09%-32.7pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,115 | $6,591-52.7% | $6,227-50.0% | $4,156-25.1% |
| Participant deferral / active EE | $6,722 | $9,614-30.1% | $9,135-26.4% | $6,407+4.9% |
| Admin fee / account holder | $4,553 | $17,308-73.7% | $16,298-72.1% | $12,270-62.9% |