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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 | $18,139 | $89,367-79.7% | $141,191-87.2% | $72,975-75.1% |
| Participation rate | 51.4% | 75.1%-23.8pp | 82.5%-31.1pp | 69.5%-18.1pp |
| Annual return | 25.72% | 111.87%-86.1pp | 71.41%-45.7pp | 81.01%-55.3pp |
| Employer contribution / active EE | $2,290 | $3,115-26.5% | $4,736-51.6% | $2,440-6.1% |
| Participant deferral / active EE | $3,646 | $5,419-32.7% | $6,710-45.7% | $3,608+1.1% |
| Admin fee / account holder | $410 | $5,957-93.1% | $10,264-96.0% | $5,124-92.0% |