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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 | $18,696 | $78,670-76.2% | $109,173-82.9% | $85,847-78.2% |
| Participation rate | 60.0% | 68.3%-8.3pp | 75.9%-15.9pp | 69.3%-9.3pp |
| Annual return | 43.30% | 25.09%+18.2pp | 25.75%+17.5pp | 318.61%-275.3pp |
| Employer contribution / active EE | $2,011 | $2,734-26.4% | $3,723-46.0% | $2,565-21.6% |
| Participant deferral / active EE | $3,610 | $3,467+4.1% | $4,654-22.4% | $3,952-8.7% |
| Admin fee / account holder | $2,220 | $5,469-59.4% | $6,755-67.1% | $6,261-64.5% |