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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 | $15,046 | $184,014-91.8% | $161,149-90.7% | $138,895-89.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 34.17% | 21.52%+12.6pp | 21.16%+13.0pp | 145.39%-111.2pp |
| Employer contribution / active EE | $1,517 | $5,055-70.0% | $4,360-65.2% | $4,194-63.8% |
| Participant deferral / active EE | $2,432 | $6,909-64.8% | $6,153-60.5% | $6,396-62.0% |
| Admin fee / account holder | $587 | $18,027-96.7% | $15,194-96.1% | $12,562-95.3% |