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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 | $16,884 | $73,978-77.2% | $96,515-82.5% | $75,173-77.5% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 21.18% | 26.72%-5.5pp | 35.73%-14.5pp | 160.72%-139.5pp |
| Employer contribution / active EE | $1,424 | $2,931-51.4% | $3,740-61.9% | $2,671-46.7% |
| Participant deferral / active EE | $1,720 | $3,660-53.0% | $4,880-64.7% | $4,126-58.3% |
| Admin fee / account holder | $600 | $5,219-88.5% | $6,735-91.1% | $5,651-89.4% |