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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 | $11,352 | $78,013-85.4% | $178,449-93.6% | $80,911-86.0% |
| Participation rate | 65.7% | 65.7%0pp | 77.1%-11.4pp | 67.6%-1.9pp |
| Annual return | 12.17% | 18.07%-5.9pp | 27.09%-14.9pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,568 | $2,287-31.4% | $3,951-60.3% | $2,756-43.1% |
| Participant deferral / active EE | $2,667 | $4,408-39.5% | $6,277-57.5% | $4,297-37.9% |
| Admin fee / account holder | $1,213 | $7,166-83.1% | $10,362-88.3% | $6,935-82.5% |