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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 | $17,954 | $147,556-87.8% | $129,031-86.1% | $198,609-91.0% |
| Participation rate | 66.7% | 77.2%-10.6pp | 73.4%-6.7pp | 82.4%-15.7pp |
| Annual return | 18.68% | 37.41%-18.7pp | 34.67%-16.0pp | 202.70%-184.0pp |
| Employer contribution / active EE | $1,418 | $3,645-61.1% | $3,226-56.0% | $5,055-71.9% |
| Participant deferral / active EE | $2,665 | $5,760-53.7% | $5,217-48.9% | $6,977-61.8% |
| Admin fee / account holder | $310 | $15,467-98.0% | $13,208-97.7% | $19,030-98.4% |