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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 | $10,243 | $65,364-84.3% | $92,909-89.0% | $72,975-86.0% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 20.44% | 42.11%-21.7pp | 109.44%-89.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $1,298 | $2,594-50.0% | $3,653-64.5% | $2,440-46.8% |
| Participant deferral / active EE | $2,311 | $3,128-26.1% | $4,238-45.5% | $3,608-35.9% |
| Admin fee / account holder | $4,567 | $4,251+7.4% | $5,795-21.2% | $5,124-10.9% |