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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 | $24,698 | $223,823-89.0% | $211,142-88.3% | $154,746-84.0% |
| Participation rate | 69.2% | 87.9%-18.6pp | 87.3%-18.1pp | 80.7%-11.5pp |
| Annual return | 15.95% | 50.39%-34.4pp | 46.84%-30.9pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,097 | $6,787-69.1% | $6,442-67.4% | $4,379-52.1% |
| Participant deferral / active EE | $5,207 | $9,750-46.6% | $9,284-43.9% | $6,730-22.6% |
| Admin fee / account holder | $4,555 | $19,707-76.9% | $19,076-76.1% | $14,365-68.3% |