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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 | $12,882 | $78,672-83.6% | $109,163-88.2% | $85,856-85.0% |
| Participation rate | 53.3% | 68.3%-14.9pp | 75.9%-22.5pp | 69.3%-16.0pp |
| Annual return | 18.16% | 25.09%-6.9pp | 25.75%-7.6pp | 318.58%-300.4pp |
| Employer contribution / active EE | $1,101 | $2,734-59.7% | $3,723-70.4% | $2,565-57.1% |
| Participant deferral / active EE | $1,564 | $3,467-54.9% | $4,654-66.4% | $3,952-60.4% |
| Admin fee / account holder | $1,606 | $5,470-70.6% | $6,754-76.2% | $6,261-74.4% |