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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 | $50,727 | $254,759-80.1% | $216,567-76.6% | $198,609-74.5% |
| Participation rate | 68.2% | 84.5%-16.3pp | 81.6%-13.5pp | 82.4%-14.2pp |
| Annual return | 13.32% | 10.04%+3.3pp | 12.94%+0.4pp | 202.70%-189.4pp |
| Employer contribution / active EE | $4,368 | $6,096-28.3% | $5,216-16.3% | $5,055-13.6% |
| Participant deferral / active EE | $4,483 | $6,948-35.5% | $6,191-27.6% | $6,977-35.7% |
| Admin fee / account holder | $9,747 | $26,311-63.0% | $21,981-55.7% | $19,030-48.8% |