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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 | $15,461 | $81,504-81.0% | $102,437-84.9% | $80,959-80.9% |
| Participation rate | 38.1% | 66.9%-28.8pp | 74.5%-36.4pp | 67.7%-29.6pp |
| Annual return | 18.19% | 25.60%-7.4pp | 24.95%-6.8pp | 35.67%-17.5pp |
| Employer contribution / active EE | $936 | $3,104-69.8% | $3,871-75.8% | $2,757-66.1% |
| Participant deferral / active EE | $1,737 | $3,871-55.1% | $5,060-65.7% | $4,300-59.6% |
| Admin fee / account holder | $1,113 | $6,719-83.4% | $8,388-86.7% | $6,925-83.9% |