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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 | $11,292 | $48,364-76.7% | $71,796-84.3% | $62,881-82.0% |
| Participation rate | 41.7% | 60.6%-19.0pp | 69.1%-27.4pp | 69.3%-27.6pp |
| Annual return | 10.23% | 13.16%-2.9pp | 78.04%-67.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,120 | $1,042+7.5% | $1,924-41.8% | $2,281-50.9% |
| Participant deferral / active EE | $2,028 | $2,091-3.0% | $2,794-27.4% | $3,203-36.7% |
| Admin fee / account holder | $1,100 | $3,771-70.8% | $4,815-77.2% | $4,296-74.4% |