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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 | $9,934 | $60,349-83.5% | $74,184-86.6% | $62,881-84.2% |
| Participation rate | 43.2% | 72.7%-29.5pp | 76.6%-33.4pp | 69.3%-26.1pp |
| Annual return | 11.10% | 21.38%-10.3pp | 17.74%-6.6pp | 20.14%-9.0pp |
| Employer contribution / active EE | $910 | $1,680-45.8% | $2,370-61.6% | $2,281-60.1% |
| Participant deferral / active EE | $1,279 | $2,856-55.2% | $3,550-64.0% | $3,203-60.1% |
| Admin fee / account holder | $449 | $4,261-89.5% | $5,586-92.0% | $4,296-89.5% |