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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 | $17,317 | $178,174-90.3% | $156,181-88.9% | $137,256-87.4% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.8%-17.3pp | 80.0%-18.4pp |
| Annual return | 23.92% | 84.19%-60.3pp | 64.87%-40.9pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,187 | $4,972-76.1% | $4,294-72.4% | $4,156-71.4% |
| Participant deferral / active EE | $3,151 | $6,888-54.3% | $6,132-48.6% | $6,407-50.8% |
| Admin fee / account holder | $878 | $17,404-95.0% | $14,586-94.0% | $12,270-92.8% |