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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 | $17,590 | $154,209-88.6% | $130,062-86.5% | $139,487-87.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 21.55% | 32.52%-11.0pp | -137.37%+158.9pp | 373.84%-352.3pp |
| Employer contribution / active EE | $4,081 | $5,292-22.9% | $4,322-5.6% | $4,755-14.2% |
| Participant deferral / active EE | $4,668 | $6,709-30.4% | $5,821-19.8% | $6,713-30.5% |
| Admin fee / account holder | $2,043 | $13,988-85.4% | $10,601-80.7% | $11,407-82.1% |