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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 | $26,220 | $87,106-69.9% | $105,607-75.2% | $80,935-67.6% |
| Participation rate | 67.1% | 70.4%-3.4pp | 75.3%-8.2pp | 67.7%-0.6pp |
| Annual return | 65.39% | 17.01%+48.4pp | 116.11%-50.7pp | 35.66%+29.7pp |
| Employer contribution / active EE | $1,556 | $2,396-35.1% | $3,167-50.9% | $2,757-43.5% |
| Participant deferral / active EE | $4,595 | $3,986+15.3% | $5,011-8.3% | $4,299+6.9% |
| Admin fee / account holder | $1,180 | $8,447-86.0% | $10,958-89.2% | $6,924-83.0% |