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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 | $22,297 | $201,344-88.9% | $184,243-87.9% | $145,877-84.7% |
| Participation rate | 44.4% | 87.5%-43.0pp | 86.8%-42.4pp | 80.3%-35.9pp |
| Annual return | 23.18% | 29.01%-5.8pp | 28.82%-5.6pp | 551.28%-528.1pp |
| Employer contribution / active EE | $2,150 | $7,022-69.4% | $6,427-66.6% | $4,663-53.9% |
| Participant deferral / active EE | $9,017 | $9,807-8.1% | $9,132-1.3% | $6,691+34.8% |
| Admin fee / account holder | $1,570 | $16,382-90.4% | $13,914-88.7% | $13,402-88.3% |