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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 | $10,794 | $109,411-90.1% | $89,435-87.9% | $158,982-93.2% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | 18.74% | 345.68%-326.9pp | 245.55%-226.8pp | 302.99%-284.3pp |
| Employer contribution / active EE | $2,022 | $3,173-36.3% | $2,587-21.9% | $4,763-57.6% |
| Participant deferral / active EE | $1,967 | $4,600-57.2% | $3,890-49.4% | $5,983-67.1% |
| Admin fee / account holder | $6,751 | $6,159+9.6% | $4,884+38.2% | $11,252-40.0% |