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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 | $14,778 | $80,985-81.8% | $96,576-84.7% | $75,181-80.3% |
| Participation rate | 65.2% | 71.8%-6.6pp | 76.0%-10.8pp | 67.2%-2.0pp |
| Annual return | 21.60% | 27.05%-5.5pp | 25.87%-4.3pp | 160.69%-139.1pp |
| Employer contribution / active EE | $1,934 | $2,282-15.3% | $2,965-34.8% | $2,671-27.6% |
| Participant deferral / active EE | $2,767 | $3,929-29.6% | $4,851-43.0% | $4,126-32.9% |
| Admin fee / account holder | $921 | $6,719-86.3% | $8,253-88.8% | $5,650-83.7% |