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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 | $10,186 | $107,368-90.5% | $92,915-89.0% | $152,909-93.3% |
| Participation rate | 61.9% | 79.8%-17.9pp | 76.0%-14.1pp | 82.5%-20.6pp |
| Annual return | 21.75% | 145.64%-123.9pp | 109.45%-87.7pp | 345.46%-323.7pp |
| Employer contribution / active EE | $1,867 | $4,222-55.8% | $3,653-48.9% | $4,764-60.8% |
| Participant deferral / active EE | $3,070 | $4,848-36.7% | $4,238-27.6% | $5,851-47.5% |
| Admin fee / account holder | $3,940 | $7,082-44.4% | $5,796-32.0% | $11,601-66.0% |