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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 | $11,091 | $73,978-85.0% | $96,515-88.5% | $75,173-85.2% |
| Participation rate | 52.0% | 66.4%-14.4pp | 74.3%-22.3pp | 67.2%-15.2pp |
| Annual return | 20.96% | 26.72%-5.8pp | 35.73%-14.8pp | 160.72%-139.8pp |
| Employer contribution / active EE | $887 | $2,931-69.7% | $3,740-76.3% | $2,671-66.8% |
| Participant deferral / active EE | $3,156 | $3,660-13.8% | $4,880-35.3% | $4,126-23.5% |
| Admin fee / account holder | $375 | $5,219-92.8% | $6,735-94.4% | $5,651-93.4% |