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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 | $19,149 | $157,296-87.8% | $141,191-86.4% | $152,897-87.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 78.07% | 64.34%+13.7pp | 71.41%+6.7pp | 345.43%-267.4pp |
| Employer contribution / active EE | $5,696 | $5,262+8.2% | $4,736+20.3% | $4,764+19.6% |
| Participant deferral / active EE | $11,337 | $7,111+59.4% | $6,710+69.0% | $5,851+93.8% |
| Admin fee / account holder | $2,997 | $12,125-75.3% | $10,264-70.8% | $11,599-74.2% |