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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 | $7,173 | $108,285-93.4% | $77,552-90.8% | $158,982-95.5% |
| Participation rate | 41.2% | 64.4%-23.2pp | 54.2%-13.0pp | 82.0%-40.8pp |
| Annual return | 15.40% | 31.69%-16.3pp | 54.82%-39.4pp | 302.99%-287.6pp |
| Employer contribution / active EE | $911 | $1,325-31.2% | $987-7.6% | $4,763-80.9% |
| Participant deferral / active EE | $3,667 | $2,455+49.3% | $1,861+97.0% | $5,983-38.7% |
| Admin fee / account holder | $3,006 | $3,709-18.9% | $2,859+5.2% | $11,252-73.3% |