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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 | $8,445 | $79,557-89.4% | $118,746-92.9% | $70,126-88.0% |
| Participation rate | 52.5% | 71.4%-18.9pp | 78.3%-25.8pp | 69.5%-17.0pp |
| Annual return | 23.05% | 25.64%-2.6pp | 24.54%-1.5pp | 73.15%-50.1pp |
| Employer contribution / active EE | $1,137 | $2,861-60.3% | $4,193-72.9% | $2,343-51.4% |
| Participant deferral / active EE | $1,633 | $4,089-60.1% | $5,332-69.4% | $3,332-51.0% |
| Admin fee / account holder | $774 | $5,374-85.6% | $10,720-92.8% | $4,645-83.3% |