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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 | $13,376 | $67,602-80.2% | $82,312-83.7% | $70,126-80.9% |
| Participation rate | 56.9% | 72.8%-15.9pp | 76.9%-20.0pp | 69.5%-12.6pp |
| Annual return | 30.47% | 21.57%+8.9pp | 25.88%+4.6pp | 73.15%-42.7pp |
| Employer contribution / active EE | $1,191 | $1,755-32.2% | $2,428-51.0% | $2,343-49.2% |
| Participant deferral / active EE | $2,177 | $2,987-27.1% | $3,706-41.3% | $3,332-34.7% |
| Admin fee / account holder | $715 | $4,512-84.2% | $5,608-87.3% | $4,645-84.6% |