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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 | $10,594 | $81,446-87.0% | $103,374-89.8% | $80,874-86.9% |
| Participation rate | 60.5% | 66.9%-6.3pp | 74.5%-14.0pp | 67.6%-7.1pp |
| Annual return | 11.77% | 25.57%-13.8pp | 24.89%-13.1pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,068 | $3,107-65.6% | $3,869-72.4% | $2,756-61.2% |
| Participant deferral / active EE | $3,184 | $3,870-17.7% | $5,058-37.0% | $4,297-25.9% |
| Admin fee / account holder | $2,229 | $6,715-66.8% | $8,394-73.5% | $6,935-67.9% |