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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 | $15,151 | $110,212-86.3% | $96,534-84.3% | $139,466-89.1% |
| Participation rate | 58.8% | 78.1%-19.3pp | 76.0%-17.2pp | 80.3%-21.5pp |
| Annual return | 25.10% | 26.42%-1.3pp | 25.88%-0.8pp | 373.66%-348.6pp |
| Employer contribution / active EE | $2,074 | $3,620-42.7% | $2,965-30.1% | $4,754-56.4% |
| Participant deferral / active EE | $4,926 | $5,547-11.2% | $4,851+1.5% | $6,712-26.6% |
| Admin fee / account holder | $530 | $11,599-95.4% | $8,253-93.6% | $11,409-95.4% |