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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 | $17,522 | $135,956-87.1% | $123,894-85.9% | $273,972-93.6% |
| Participation rate | 68.2% | 84.1%-15.9pp | 81.4%-13.2pp | 83.0%-14.8pp |
| Annual return | 11.53% | 56.63%-45.1pp | 47.52%-36.0pp | 41.46%-29.9pp |
| Employer contribution / active EE | $2,383 | $5,170-53.9% | $4,617-48.4% | $4,869-51.1% |
| Participant deferral / active EE | $6,381 | $6,343+0.6% | $5,984+6.6% | $5,287+20.7% |
| Admin fee / account holder | $1,229 | $9,817-87.5% | $8,357-85.3% | $10,133-87.9% |