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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 | $18,999 | $199,109-90.5% | $173,730-89.1% | $154,746-87.7% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 13.33% | 20.02%-6.7pp | 19.96%-6.6pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,772 | $5,311-66.6% | $4,577-61.3% | $4,379-59.5% |
| Participant deferral / active EE | $8,556 | $7,113+20.3% | $6,326+35.2% | $6,730+27.1% |
| Admin fee / account holder | $2,906 | $20,916-86.1% | $17,523-83.4% | $14,365-79.8% |