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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 | $26,382 | $96,731-72.7% | $123,973-78.7% | $86,983-69.7% |
| Participation rate | 63.5% | 70.0%-6.6pp | 76.7%-13.2pp | 69.5%-6.1pp |
| Annual return | 16.10% | 17.33%-1.2pp | 388.13%-372.0pp | 25.83%-9.7pp |
| Employer contribution / active EE | $1,945 | $3,297-41.0% | $4,126-52.8% | $2,584-24.7% |
| Participant deferral / active EE | $3,038 | $4,152-26.8% | $5,247-42.1% | $4,194-27.6% |
| Admin fee / account holder | $3,190 | $8,722-63.4% | $11,799-73.0% | $7,856-59.4% |