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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 | $12,760 | $185,312-93.1% | $161,489-92.1% | $154,746-91.8% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 29.27% | 103.84%-74.6pp | 89.72%-60.5pp | 172.34%-143.1pp |
| Employer contribution / active EE | $1,871 | $4,769-60.8% | $4,268-56.2% | $4,379-57.3% |
| Participant deferral / active EE | $2,576 | $6,350-59.4% | $5,630-54.2% | $6,730-61.7% |
| Admin fee / account holder | $1,021 | $18,654-94.5% | $16,006-93.6% | $14,365-92.9% |