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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 | $11,616 | $105,210-89.0% | $159,487-92.7% | $85,851-86.5% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.8%-15.3pp | 69.3%-1.8pp |
| Annual return | 18.29% | 45.08%-26.8pp | 263.71%-245.4pp | 318.63%-300.3pp |
| Employer contribution / active EE | $2,159 | $3,319-34.9% | $4,831-55.3% | $2,565-15.8% |
| Participant deferral / active EE | $3,208 | $5,946-46.1% | $7,354-56.4% | $3,952-18.8% |
| Admin fee / account holder | $3,475 | $6,934-49.9% | $10,804-67.8% | $6,261-44.5% |