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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 | $14,953 | $154,228-90.3% | $145,433-89.7% | $137,256-89.1% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 20.96% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,445 | $4,804-69.9% | $4,554-68.3% | $4,156-65.2% |
| Participant deferral / active EE | $3,695 | $8,216-55.0% | $7,897-53.2% | $6,407-42.3% |
| Admin fee / account holder | $584 | $14,344-95.9% | $13,129-95.6% | $12,270-95.2% |