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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 | $15,760 | $178,174-91.2% | $156,181-89.9% | $137,256-88.5% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.8%-24.3pp | 80.0%-25.4pp |
| Annual return | 25.39% | 84.19%-58.8pp | 64.87%-39.5pp | 220.34%-195.0pp |
| Employer contribution / active EE | $2,652 | $4,972-46.7% | $4,294-38.2% | $4,156-36.2% |
| Participant deferral / active EE | $3,158 | $6,888-54.2% | $6,132-48.5% | $6,407-50.7% |
| Admin fee / account holder | $3,645 | $17,404-79.1% | $14,586-75.0% | $12,270-70.3% |