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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 | $22,359 | $201,372-88.9% | $184,260-87.9% | $145,884-84.7% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 13.49% | 29.04%-15.5pp | 28.84%-15.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $3,014 | $7,024-57.1% | $6,427-53.1% | $4,662-35.4% |
| Participant deferral / active EE | $4,682 | $9,808-52.3% | $9,133-48.7% | $6,690-30.0% |
| Admin fee / account holder | $6,632 | $16,362-59.5% | $13,898-52.3% | $13,392-50.5% |