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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 | $27,533 | $146,267-81.2% | $197,124-86.0% | $82,448-66.6% |
| Participation rate | 68.0% | 84.0%-16.0pp | 86.7%-18.7pp | 68.1%-0.1pp |
| Annual return | 25.12% | 29.61%-4.5pp | 44.34%-19.2pp | 41.64%-16.5pp |
| Employer contribution / active EE | $2,052 | $4,723-56.6% | $6,227-67.0% | $2,551-19.6% |
| Participant deferral / active EE | $4,047 | $7,035-42.5% | $9,135-55.7% | $4,139-2.2% |
| Admin fee / account holder | $960 | $14,422-93.3% | $16,298-94.1% | $7,234-86.7% |