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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 | $9,909 | $127,790-92.2% | $106,554-90.7% | $167,553-94.1% |
| Participation rate | 62.5% | 78.3%-15.8pp | 76.1%-13.6pp | 82.1%-19.6pp |
| Annual return | 10.81% | 33.88%-23.1pp | 26.80%-16.0pp | 478.89%-468.1pp |
| Employer contribution / active EE | $2,126 | $3,427-38.0% | $2,819-24.6% | $4,840-56.1% |
| Participant deferral / active EE | $4,569 | $5,088-10.2% | $4,398+3.9% | $6,343-28.0% |
| Admin fee / account holder | $10,980 | $11,231-2.2% | $7,408+48.2% | $12,316-10.9% |