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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 | $209,336-91.7% | $197,124-91.2% | $137,256-87.4% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 30.00% | 48.09%-18.1pp | 44.34%-14.3pp | 220.34%-190.3pp |
| Employer contribution / active EE | $1,897 | $6,591-71.2% | $6,227-69.5% | $4,156-54.4% |
| Participant deferral / active EE | $4,526 | $9,614-52.9% | $9,135-50.5% | $6,407-29.4% |
| Admin fee / account holder | $734 | $17,308-95.8% | $16,298-95.5% | $12,270-94.0% |