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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 | $24,870 | $125,797-80.2% | $170,043-85.4% | $75,173-66.9% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.0%-20.3pp | 67.2%-0.5pp |
| Annual return | 14.38% | 27.20%-12.8pp | 53.40%-39.0pp | 160.72%-146.3pp |
| Employer contribution / active EE | $2,336 | $4,616-49.4% | $6,790-65.6% | $2,671-12.5% |
| Participant deferral / active EE | $3,882 | $6,838-43.2% | $10,410-62.7% | $4,126-5.9% |
| Admin fee / account holder | $2,609 | $8,177-68.1% | $12,824-79.7% | $5,651-53.8% |