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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 | $20,630 | $227,291-90.9% | $214,702-90.4% | $155,188-86.7% |
| Participation rate | 57.1% | 88.0%-30.8pp | 87.5%-30.3pp | 80.8%-23.7pp |
| Annual return | 12.49% | 60.08%-47.6pp | 54.55%-42.1pp | 148.84%-136.4pp |
| Employer contribution / active EE | $3,264 | $6,772-51.8% | $6,461-49.5% | $4,248-23.2% |
| Participant deferral / active EE | $6,502 | $9,582-32.1% | $9,147-28.9% | $6,531-0.4% |
| Admin fee / account holder | $10,359 | $20,413-49.3% | $19,830-47.8% | $14,480-28.5% |