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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 | $13,299 | $185,856-92.8% | $170,028-92.2% | $139,456-90.5% |
| Participation rate | 63.6% | 87.8%-24.1pp | 87.0%-23.4pp | 80.3%-16.7pp |
| Annual return | 20.10% | 60.52%-40.4pp | 53.39%-33.3pp | 373.45%-353.3pp |
| Employer contribution / active EE | $1,832 | $7,593-75.9% | $6,788-73.0% | $4,753-61.5% |
| Participant deferral / active EE | $4,622 | $11,623-60.2% | $10,409-55.6% | $6,711-31.1% |
| Admin fee / account holder | $2,970 | $15,387-80.7% | $12,820-76.8% | $11,407-74.0% |