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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 | $23,973 | $213,785-88.8% | $185,441-87.1% | $155,188-84.6% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 8.46% | 19.97%-11.5pp | 20.16%-11.7pp | 148.84%-140.4pp |
| Employer contribution / active EE | $2,304 | $5,393-57.3% | $4,672-50.7% | $4,248-45.8% |
| Participant deferral / active EE | $8,189 | $6,864+19.3% | $6,152+33.1% | $6,531+25.4% |
| Admin fee / account holder | $4,603 | $21,134-78.2% | $17,890-74.3% | $14,480-68.2% |