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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 | $13,675 | $55,684-75.4% | $75,900-82.0% | $72,976-81.3% |
| Participation rate | 31.8% | 61.1%-29.3pp | 69.3%-37.5pp | 69.5%-37.7pp |
| Annual return | 31.90% | 27.60%+4.3pp | 30.73%+1.2pp | 81.02%-49.1pp |
| Employer contribution / active EE | $784 | $1,687-53.5% | $2,501-68.6% | $2,440-67.9% |
| Participant deferral / active EE | $1,750 | $2,634-33.6% | $3,604-51.4% | $3,608-51.5% |
| Admin fee / account holder | $1,014 | $3,981-74.5% | $5,421-81.3% | $5,124-80.2% |