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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 | $20,607 | $201,344-89.8% | $184,243-88.8% | $145,877-85.9% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 12.24% | 29.01%-16.8pp | 28.82%-16.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,533 | $7,022-78.2% | $6,427-76.2% | $4,663-67.1% |
| Participant deferral / active EE | $4,596 | $9,807-53.1% | $9,132-49.7% | $6,691-31.3% |
| Admin fee / account holder | $1,803 | $16,382-89.0% | $13,914-87.0% | $13,402-86.5% |