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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 | $15,335 | $67,602-77.3% | $82,312-81.4% | $70,126-78.1% |
| Participation rate | 61.0% | 72.8%-11.8pp | 76.9%-15.9pp | 69.5%-8.5pp |
| Annual return | 22.14% | 21.57%+0.6pp | 25.88%-3.7pp | 73.15%-51.0pp |
| Employer contribution / active EE | $902 | $1,755-48.6% | $2,428-62.9% | $2,343-61.5% |
| Participant deferral / active EE | $3,271 | $2,987+9.5% | $3,706-11.7% | $3,332-1.8% |
| Admin fee / account holder | $3,580 | $4,512-20.6% | $5,608-36.2% | $4,645-22.9% |