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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 | $16,606 | $124,425-86.7% | $112,040-85.2% | $137,256-87.9% |
| Participation rate | 58.3% | 79.3%-21.0pp | 76.5%-18.2pp | 80.0%-21.6pp |
| Annual return | 14.90% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,335 | $3,411-60.9% | $2,954-54.8% | $4,156-67.9% |
| Participant deferral / active EE | $2,006 | $5,718-64.9% | $5,098-60.7% | $6,407-68.7% |
| Admin fee / account holder | $1,392 | $15,207-90.8% | $12,098-88.5% | $12,270-88.7% |