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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 | $28,941 | $171,492-83.1% | $150,734-80.8% | $198,609-85.4% |
| Participation rate | 62.5% | 81.4%-18.9pp | 78.4%-15.9pp | 82.4%-19.9pp |
| Annual return | 19.90% | 804.70%-784.8pp | 600.81%-580.9pp | 202.70%-182.8pp |
| Employer contribution / active EE | $2,577 | $5,470-52.9% | $4,918-47.6% | $5,055-49.0% |
| Participant deferral / active EE | $3,575 | $6,259-42.9% | $5,610-36.3% | $6,977-48.8% |
| Admin fee / account holder | $1,669 | $17,628-90.5% | $14,905-88.8% | $19,030-91.2% |