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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 | $24,753 | $78,425-68.4% | $95,956-74.2% | $79,858-69.0% |
| Participation rate | 66.2% | 73.5%-7.3pp | 77.1%-10.9pp | 69.6%-3.5pp |
| Annual return | 23.03% | 19.37%+3.7pp | 91.63%-68.6pp | 31.72%-8.7pp |
| Employer contribution / active EE | $2,112 | $1,945+8.6% | $2,541-16.9% | $2,471-14.5% |
| Participant deferral / active EE | $4,065 | $3,440+18.2% | $4,167-2.4% | $3,740+8.7% |
| Admin fee / account holder | $1,038 | $5,622-81.5% | $6,797-84.7% | $5,306-80.4% |