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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 | $19,654 | $162,812-87.9% | $133,971-85.3% | $158,966-87.6% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 16.09% | 41.94%-25.9pp | 45.09%-29.0pp | 302.95%-286.9pp |
| Employer contribution / active EE | $2,567 | $4,976-48.4% | $3,919-34.5% | $4,762-46.1% |
| Participant deferral / active EE | $3,896 | $5,910-34.1% | $5,047-22.8% | $5,983-34.9% |
| Admin fee / account holder | $4,808 | $11,741-59.0% | $8,929-46.2% | $11,250-57.3% |