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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 | $15,967 | $135,956-88.3% | $123,894-87.1% | $273,972-94.2% |
| Participation rate | 68.4% | 84.1%-15.6pp | 81.4%-13.0pp | 83.0%-14.6pp |
| Annual return | 10.01% | 56.63%-46.6pp | 47.52%-37.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,741 | $5,170-66.3% | $4,617-62.3% | $4,869-64.2% |
| Participant deferral / active EE | $2,138 | $6,343-66.3% | $5,984-64.3% | $5,287-59.6% |
| Admin fee / account holder | $2,469 | $9,817-74.8% | $8,357-70.5% | $10,133-75.6% |