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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 | $17,113 | $87,132-80.4% | $105,624-83.8% | $80,959-78.9% |
| Participation rate | 61.1% | 70.4%-9.3pp | 75.3%-14.2pp | 67.7%-6.6pp |
| Annual return | 11.85% | 17.03%-5.2pp | 116.20%-104.4pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,326 | $2,397-44.7% | $3,168-58.1% | $2,757-51.9% |
| Participant deferral / active EE | $3,238 | $3,985-18.8% | $5,013-35.4% | $4,300-24.7% |
| Admin fee / account holder | $1,969 | $8,449-76.7% | $10,961-82.0% | $6,925-71.6% |