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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 | $15,428 | $88,672-82.6% | $105,223-85.3% | $82,448-81.3% |
| Participation rate | 65.5% | 67.9%-2.5pp | 75.0%-9.6pp | 68.1%-2.6pp |
| Annual return | 19.33% | 30.86%-11.5pp | 180.65%-161.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,035 | $3,048-66.0% | $3,689-71.9% | $2,551-59.4% |
| Participant deferral / active EE | $1,849 | $4,036-54.2% | $5,072-63.5% | $4,139-55.3% |
| Admin fee / account holder | $6,524 | $7,146-8.7% | $8,859-26.4% | $7,234-9.8% |