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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 | $17,290 | $223,823-92.3% | $211,142-91.8% | $154,746-88.8% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 30.00% | 50.39%-20.4pp | 46.84%-16.8pp | 172.34%-142.3pp |
| Employer contribution / active EE | $1,897 | $6,787-72.1% | $6,442-70.6% | $4,379-56.7% |
| Participant deferral / active EE | $4,526 | $9,750-53.6% | $9,284-51.3% | $6,730-32.8% |
| Admin fee / account holder | $734 | $19,707-96.3% | $19,076-96.2% | $14,365-94.9% |