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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 | $13,113 | $43,749-70.0% | $158,223-91.7% | $65,306-79.9% |
| Participation rate | 41.7% | 56.9%-15.2pp | 79.2%-37.5pp | 57.7%-15.9pp |
| Annual return | 13.13% | 19.41%-6.3pp | 52.09%-39.0pp | 21.94%-8.8pp |
| Employer contribution / active EE | $520 | $1,497-65.3% | $4,109-87.3% | $1,967-73.6% |
| Participant deferral / active EE | $968 | $2,019-52.0% | $5,467-82.3% | $2,959-67.3% |
| Admin fee / account holder | $2,605 | $1,930+35.0% | $16,047-83.8% | $3,480-25.1% |