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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 | $18,623 | $89,367-79.2% | $141,191-86.8% | $72,975-74.5% |
| Participation rate | 54.2% | 75.1%-20.9pp | 82.5%-28.2pp | 69.5%-15.3pp |
| Annual return | 27.88% | 111.87%-84.0pp | 71.41%-43.5pp | 81.01%-53.1pp |
| Employer contribution / active EE | $2,877 | $3,115-7.6% | $4,736-39.3% | $2,440+17.9% |
| Participant deferral / active EE | $5,106 | $5,419-5.8% | $6,710-23.9% | $3,608+41.5% |
| Admin fee / account holder | $5,537 | $5,957-7.0% | $10,264-46.1% | $5,124+8.1% |