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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 | $16,077 | $55,457-71.0% | $77,361-79.2% | $94,015-82.9% |
| Participation rate | 62.1% | 69.8%-7.8pp | 75.0%-12.9pp | 70.8%-8.8pp |
| Annual return | 27.43% | 15.57%+11.9pp | 1011.54%-984.1pp | 17.84%+9.6pp |
| Employer contribution / active EE | $738 | $2,255-67.3% | $2,990-75.3% | $2,790-73.5% |
| Participant deferral / active EE | $3,279 | $3,069+6.8% | $3,911-16.1% | $4,249-22.8% |
| Admin fee / account holder | $2,023 | $4,334-53.3% | $5,894-65.7% | $8,951-77.4% |