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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 | $11,546 | $96,731-88.1% | $123,973-90.7% | $86,983-86.7% |
| Participation rate | 58.0% | 70.0%-12.0pp | 76.7%-18.7pp | 69.5%-11.5pp |
| Annual return | 19.58% | 17.33%+2.3pp | 388.13%-368.5pp | 25.83%-6.3pp |
| Employer contribution / active EE | $1,109 | $3,297-66.3% | $4,126-73.1% | $2,584-57.1% |
| Participant deferral / active EE | $2,200 | $4,152-47.0% | $5,247-58.1% | $4,194-47.6% |
| Admin fee / account holder | $390 | $8,722-95.5% | $11,799-96.7% | $7,856-95.0% |