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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 | $15,672 | $108,825-85.6% | $156,181-90.0% | $82,448-81.0% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 17.27% | 20.59%-3.3pp | 64.87%-47.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,360 | $2,870-52.6% | $4,294-68.3% | $2,551-46.7% |
| Participant deferral / active EE | $2,711 | $4,577-40.8% | $6,132-55.8% | $4,139-34.5% |
| Admin fee / account holder | $1,259 | $9,341-86.5% | $14,586-91.4% | $7,234-82.6% |