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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 | $21,098 | $135,956-84.5% | $123,894-83.0% | $273,972-92.3% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 5.84% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,692 | $5,170-47.9% | $4,617-41.7% | $4,869-44.7% |
| Participant deferral / active EE | $2,830 | $6,343-55.4% | $5,984-52.7% | $5,287-46.5% |
| Admin fee / account holder | $3,803 | $9,817-61.3% | $8,357-54.5% | $10,133-62.5% |