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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 | $12,991 | $185,312-93.0% | $161,489-92.0% | $154,746-91.6% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.7%-9.5pp | 80.7%-11.5pp |
| Annual return | 19.21% | 103.84%-84.6pp | 89.72%-70.5pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,549 | $4,769-67.5% | $4,268-63.7% | $4,379-64.6% |
| Participant deferral / active EE | $2,251 | $6,350-64.6% | $5,630-60.0% | $6,730-66.6% |
| Admin fee / account holder | $1,329 | $18,654-92.9% | $16,006-91.7% | $14,365-90.7% |