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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 | $212,386-91.9% | $199,883-91.3% | $138,895-87.6% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 30.00% | 47.75%-17.7pp | 43.81%-13.8pp | 145.39%-115.4pp |
| Employer contribution / active EE | $1,897 | $6,625-71.4% | $6,261-69.7% | $4,194-54.8% |
| Participant deferral / active EE | $4,526 | $9,617-52.9% | $9,138-50.5% | $6,396-29.2% |
| Admin fee / account holder | $734 | $18,233-96.0% | $17,268-95.7% | $12,562-94.2% |