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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 | $15,135 | $117,895-87.2% | $102,460-85.2% | $145,897-89.6% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.8pp |
| Annual return | 21.92% | 31.92%-10.0pp | 29.47%-7.6pp | 552.29%-530.4pp |
| Employer contribution / active EE | $2,803 | $3,619-22.5% | $3,025-7.3% | $4,663-39.9% |
| Participant deferral / active EE | $5,417 | $5,736-5.6% | $5,056+7.1% | $6,689-19.0% |
| Admin fee / account holder | $1,772 | $13,353-86.7% | $9,460-81.3% | $13,390-86.8% |