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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 | $18,747 | $69,977-73.2% | $108,582-82.7% | $62,881-70.2% |
| Participation rate | 69.1% | 72.9%-3.8pp | 79.6%-10.4pp | 69.3%-0.2pp |
| Annual return | 11.18% | 10.73%+0.5pp | -51.70%+62.9pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,559 | $2,135-27.0% | $3,758-58.5% | $2,281-31.7% |
| Participant deferral / active EE | $3,390 | $3,165+7.1% | $4,311-21.4% | $3,203+5.8% |
| Admin fee / account holder | $456 | $5,076-91.0% | $7,645-94.0% | $4,296-89.4% |