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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 | $10,153 | $174,379-94.2% | $152,093-93.3% | $138,895-92.7% |
| Participation rate | 63.6% | 81.6%-18.0pp | 77.8%-14.1pp | 79.9%-16.3pp |
| Annual return | 24.29% | 74.86%-50.6pp | 66.36%-42.1pp | 145.39%-121.1pp |
| Employer contribution / active EE | $1,650 | $4,652-64.5% | $4,175-60.5% | $4,194-60.7% |
| Participant deferral / active EE | $2,246 | $6,159-63.5% | $5,451-58.8% | $6,396-64.9% |
| Admin fee / account holder | $1,218 | $16,880-92.8% | $14,497-91.6% | $12,562-90.3% |