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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 | $11,472 | $80,985-85.8% | $96,576-88.1% | $75,181-84.7% |
| Participation rate | 67.8% | 71.8%-4.0pp | 76.0%-8.2pp | 67.2%+0.6pp |
| Annual return | 29.80% | 27.05%+2.8pp | 25.87%+3.9pp | 160.69%-130.9pp |
| Employer contribution / active EE | $776 | $2,282-66.0% | $2,965-73.8% | $2,671-70.9% |
| Participant deferral / active EE | $2,302 | $3,929-41.4% | $4,851-52.5% | $4,126-44.2% |
| Admin fee / account holder | $919 | $6,719-86.3% | $8,253-88.9% | $5,650-83.7% |