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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 | $11,067 | $63,861-82.7% | $104,625-89.4% | $79,852-86.1% |
| Participation rate | 58.6% | 64.9%-6.3pp | 74.1%-15.5pp | 69.6%-11.0pp |
| Annual return | 34.39% | 21.30%+13.1pp | 340.60%-306.2pp | 31.72%+2.7pp |
| Employer contribution / active EE | $1,062 | $1,588-33.1% | $2,681-60.4% | $2,471-57.0% |
| Participant deferral / active EE | $2,106 | $2,693-21.8% | $3,738-43.6% | $3,740-43.7% |
| Admin fee / account holder | $1,138 | $4,185-72.8% | $6,465-82.4% | $5,306-78.6% |