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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 | $10,297 | $115,225-91.1% | $100,712-89.8% | $138,895-92.6% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 24.93% | 40.35%-15.4pp | 33.27%-8.3pp | 145.39%-120.5pp |
| Employer contribution / active EE | $1,100 | $2,771-60.3% | $2,313-52.5% | $4,194-73.8% |
| Participant deferral / active EE | $3,038 | $4,699-35.4% | $4,085-25.6% | $6,396-52.5% |
| Admin fee / account holder | $647 | $10,844-94.0% | $9,256-93.0% | $12,562-94.8% |