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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 | $20,462 | $213,785-90.4% | $185,441-89.0% | $155,188-86.8% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 73.58% | 19.97%+53.6pp | 20.16%+53.4pp | 148.84%-75.3pp |
| Employer contribution / active EE | $2,073 | $5,393-61.6% | $4,672-55.6% | $4,248-51.2% |
| Participant deferral / active EE | $3,206 | $6,864-53.3% | $6,152-47.9% | $6,531-50.9% |
| Admin fee / account holder | $1,081 | $21,134-94.9% | $17,890-94.0% | $14,480-92.5% |