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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 | $8,926 | $81,487-89.0% | $102,412-91.3% | $80,935-89.0% |
| Participation rate | 56.0% | 66.8%-10.8pp | 74.5%-18.5pp | 67.7%-11.7pp |
| Annual return | 31.49% | 25.60%+5.9pp | 24.94%+6.6pp | 35.66%-4.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,794 | $3,871-27.8% | $5,060-44.8% | $4,299-35.0% |
| Admin fee / account holder | $641 | $6,717-90.5% | $8,388-92.4% | $6,924-90.7% |