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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 | $13,210 | $103,392-87.2% | $87,104-84.8% | $152,897-91.4% |
| Participation rate | 56.3% | 79.4%-23.1pp | 76.9%-20.6pp | 82.5%-26.2pp |
| Annual return | 32.30% | 28.10%+4.2pp | 28.19%+4.1pp | 345.43%-313.1pp |
| Employer contribution / active EE | $1,235 | $3,221-61.6% | $2,521-51.0% | $4,764-74.1% |
| Participant deferral / active EE | $1,998 | $4,778-58.2% | $4,048-50.7% | $5,851-65.9% |
| Admin fee / account holder | $899 | $12,194-92.6% | $7,491-88.0% | $11,599-92.2% |