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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 | $24,144 | $201,372-88.0% | $184,260-86.9% | $145,884-83.4% |
| Participation rate | 68.8% | 87.5%-18.7pp | 86.8%-18.1pp | 80.3%-11.6pp |
| Annual return | 28.32% | 29.04%-0.7pp | 28.84%-0.5pp | 551.85%-523.5pp |
| Employer contribution / active EE | $2,387 | $7,024-66.0% | $6,427-62.9% | $4,662-48.8% |
| Participant deferral / active EE | $4,876 | $9,808-50.3% | $9,133-46.6% | $6,690-27.1% |
| Admin fee / account holder | $729 | $16,362-95.5% | $13,898-94.8% | $13,392-94.6% |