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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 | $10,280 | $86,922-88.2% | $102,438-90.0% | $80,874-87.3% |
| Participation rate | 51.5% | 72.4%-20.9pp | 76.5%-25.0pp | 67.6%-16.1pp |
| Annual return | 18.80% | 18.90%-0.1pp | 29.37%-10.6pp | 35.62%-16.8pp |
| Employer contribution / active EE | $1,058 | $2,369-55.3% | $3,024-65.0% | $2,756-61.6% |
| Participant deferral / active EE | $1,997 | $4,119-51.5% | $5,054-60.5% | $4,297-53.5% |
| Admin fee / account holder | $2,596 | $8,050-67.8% | $9,448-72.5% | $6,935-62.6% |