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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 | $13,952 | $110,307-87.4% | $96,576-85.6% | $139,456-90.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 17.37% | 26.40%-9.0pp | 25.87%-8.5pp | 373.45%-356.1pp |
| Employer contribution / active EE | $1,732 | $3,619-52.2% | $2,965-41.6% | $4,753-63.6% |
| Participant deferral / active EE | $3,685 | $5,547-33.6% | $4,851-24.0% | $6,711-45.1% |
| Admin fee / account holder | $2,387 | $11,597-79.4% | $8,253-71.1% | $11,407-79.1% |