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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 | $12,788 | $91,559-86.0% | $133,978-90.5% | $79,856-84.0% |
| Participation rate | 69.6% | 73.3%-3.7pp | 79.8%-10.2pp | 69.6%0pp |
| Annual return | 33.57% | 61.85%-28.3pp | 45.10%-11.5pp | 31.71%+1.9pp |
| Employer contribution / active EE | $1,943 | $2,384-18.5% | $3,919-50.4% | $2,471-21.4% |
| Participant deferral / active EE | $3,546 | $3,734-5.0% | $5,047-29.7% | $3,741-5.2% |
| Admin fee / account holder | $427 | $6,321-93.2% | $8,930-95.2% | $5,306-92.0% |