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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 | $16,966 | $76,551-77.8% | $123,894-86.3% | $62,881-73.0% |
| Participation rate | 64.4% | 73.0%-8.5pp | 81.4%-17.0pp | 69.3%-4.9pp |
| Annual return | 17.72% | 18.68%-1.0pp | 47.52%-29.8pp | 20.14%-2.4pp |
| Employer contribution / active EE | $2,618 | $2,882-9.2% | $4,617-43.3% | $2,281+14.8% |
| Participant deferral / active EE | $5,261 | $4,840+8.7% | $5,984-12.1% | $3,203+64.3% |
| Admin fee / account holder | $1,773 | $4,826-63.2% | $8,357-78.8% | $4,296-58.7% |