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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 | $17,102 | $73,955-76.9% | $96,520-82.3% | $75,181-77.3% |
| Participation rate | 69.7% | 66.4%+3.3pp | 74.3%-4.6pp | 67.2%+2.5pp |
| Annual return | 30.42% | 26.72%+3.7pp | 35.72%-5.3pp | 160.69%-130.3pp |
| Employer contribution / active EE | $3,658 | $2,930+24.8% | $3,739-2.2% | $2,671+37.0% |
| Participant deferral / active EE | $6,166 | $3,659+68.5% | $4,879+26.4% | $4,126+49.4% |
| Admin fee / account holder | $1,434 | $5,217-72.5% | $6,733-78.7% | $5,650-74.6% |