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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 | $11,597 | $99,345-88.3% | $84,753-86.3% | $273,972-95.8% |
| Participation rate | 41.7% | 80.7%-39.0pp | 76.6%-34.9pp | 83.0%-41.3pp |
| Annual return | 15.86% | 22.93%-7.1pp | 22.78%-6.9pp | 41.46%-25.6pp |
| Employer contribution / active EE | $1,194 | $4,214-71.7% | $3,574-66.6% | $4,869-75.5% |
| Participant deferral / active EE | $1,848 | $4,270-56.7% | $3,712-50.2% | $5,287-65.1% |
| Admin fee / account holder | $508 | $6,645-92.4% | $5,333-90.5% | $10,133-95.0% |