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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 | $27,122 | $162,812-83.3% | $133,971-79.8% | $158,966-82.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 21.16% | 41.94%-20.8pp | 45.09%-23.9pp | 302.95%-281.8pp |
| Employer contribution / active EE | $2,852 | $4,976-42.7% | $3,919-27.2% | $4,762-40.1% |
| Participant deferral / active EE | $5,332 | $5,910-9.8% | $5,047+5.7% | $5,983-10.9% |
| Admin fee / account holder | $2,560 | $11,741-78.2% | $8,929-71.3% | $11,250-77.2% |