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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 | $17,522 | $106,524-83.6% | $152,301-88.5% | $87,485-80.0% |
| Participation rate | 65.6% | 75.8%-10.1pp | 82.4%-16.8pp | 68.9%-3.3pp |
| Annual return | 19.51% | 26.89%-7.4pp | 80.50%-61.0pp | 26.06%-6.5pp |
| Employer contribution / active EE | $1,133 | $3,371-66.4% | $4,624-75.5% | $2,596-56.4% |
| Participant deferral / active EE | $3,535 | $6,525-45.8% | $8,004-55.8% | $4,274-17.3% |
| Admin fee / account holder | $1,412 | $8,287-83.0% | $14,398-90.2% | $7,775-81.8% |