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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 | $14,673 | $72,273-79.7% | $101,275-85.5% | $79,856-81.6% |
| Participation rate | 54.1% | 68.5%-14.4pp | 75.8%-21.8pp | 69.6%-15.6pp |
| Annual return | 30.56% | 22.30%+8.3pp | 46.48%-15.9pp | 31.71%-1.1pp |
| Employer contribution / active EE | $1,589 | $2,691-41.0% | $3,660-56.6% | $2,471-35.7% |
| Participant deferral / active EE | $3,463 | $3,282+5.5% | $4,371-20.8% | $3,741-7.4% |
| Admin fee / account holder | $1,713 | $4,401-61.1% | $5,948-71.2% | $5,306-67.7% |