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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 | $21,210 | $95,453-77.8% | $112,040-81.1% | $82,448-74.3% |
| Participation rate | 60.7% | 72.8%-12.0pp | 76.5%-15.8pp | 68.1%-7.4pp |
| Annual return | 13.99% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,836 | $4,224-32.9% | $5,098-44.4% | $4,139-31.5% |
| Admin fee / account holder | $4,168 | $9,013-53.8% | $12,098-65.5% | $7,234-42.4% |