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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 | $11,729 | $127,386-90.8% | $115,037-89.8% | $125,388-90.6% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 28.50% | 31.28%-2.8pp | 26.14%+2.4pp | 282.24%-253.7pp |
| Employer contribution / active EE | $907 | $5,166-82.5% | $4,608-80.3% | $4,866-81.4% |
| Participant deferral / active EE | $2,216 | $6,423-65.5% | $6,026-63.2% | $5,352-58.6% |
| Admin fee / account holder | $3,156 | $9,516-66.8% | $8,175-61.4% | $9,541-66.9% |