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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 | $11,685 | $162,136-92.8% | $152,301-92.3% | $154,746-92.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 21.31% | 91.02%-69.7pp | 80.50%-59.2pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,964 | $4,890-59.8% | $4,624-57.5% | $4,379-55.1% |
| Participant deferral / active EE | $3,483 | $8,341-58.2% | $8,004-56.5% | $6,730-48.3% |
| Admin fee / account holder | $948 | $15,759-94.0% | $14,398-93.4% | $14,365-93.4% |