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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 | $26,178 | $176,786-85.2% | $146,643-82.1% | $167,536-84.4% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 13.93% | 24.04%-10.1pp | 22.75%-8.8pp | 478.82%-464.9pp |
| Employer contribution / active EE | $2,338 | $5,161-54.7% | $4,137-43.5% | $4,839-51.7% |
| Participant deferral / active EE | $4,776 | $6,440-25.8% | $5,506-13.3% | $6,342-24.7% |
| Admin fee / account holder | $523 | $13,262-96.1% | $10,280-94.9% | $12,315-95.8% |