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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 | $11,664 | $86,891-86.6% | $142,516-91.8% | $75,173-84.5% |
| Participation rate | 58.3% | 68.5%-10.2pp | 76.8%-18.4pp | 67.2%-8.9pp |
| Annual return | 18.41% | 23.31%-4.9pp | 19.99%-1.6pp | 160.72%-142.3pp |
| Employer contribution / active EE | $1,079 | $3,355-67.8% | $4,849-77.7% | $2,671-59.6% |
| Participant deferral / active EE | $2,373 | $4,938-51.9% | $6,280-62.2% | $4,126-42.5% |
| Admin fee / account holder | $1,883 | $7,299-74.2% | $10,008-81.2% | $5,651-66.7% |