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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 | $19,986 | $109,359-81.7% | $162,177-87.7% | $72,975-72.6% |
| Participation rate | 63.9% | 84.3%-20.4pp | 87.6%-23.7pp | 69.5%-5.6pp |
| Annual return | 48.65% | 25.46%+23.2pp | 115.60%-67.0pp | 81.01%-32.4pp |
| Employer contribution / active EE | $2,549 | $3,907-34.8% | $5,613-54.6% | $2,440+4.5% |
| Participant deferral / active EE | $3,328 | $5,481-39.3% | $7,297-54.4% | $3,608-7.7% |
| Admin fee / account holder | $939 | $7,972-88.2% | $10,843-91.3% | $5,124-81.7% |