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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 | $199,109-92.1% | $173,730-90.9% | $154,746-89.8% |
| Participation rate | 54.5% | 82.8%-28.3pp | 79.6%-25.0pp | 80.7%-26.2pp |
| Annual return | 25.39% | 20.02%+5.4pp | 19.96%+5.4pp | 172.34%-147.0pp |
| Employer contribution / active EE | $2,652 | $5,311-50.1% | $4,577-42.1% | $4,379-39.4% |
| Participant deferral / active EE | $3,158 | $7,113-55.6% | $6,326-50.1% | $6,730-53.1% |
| Admin fee / account holder | $3,645 | $20,916-82.6% | $17,523-79.2% | $14,365-74.6% |