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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 | $20,852 | $157,304-86.7% | $141,197-85.2% | $152,909-86.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 26.41% | 64.34%-37.9pp | 71.41%-45.0pp | 345.46%-319.1pp |
| Employer contribution / active EE | $1,871 | $5,263-64.4% | $4,736-60.5% | $4,764-60.7% |
| Participant deferral / active EE | $3,013 | $7,111-57.6% | $6,710-55.1% | $5,851-48.5% |
| Admin fee / account holder | $1,272 | $12,126-89.5% | $10,265-87.6% | $11,601-89.0% |