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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 | $136,860-87.9% | $120,344-86.2% | $154,746-89.3% |
| Participation rate | 58.3% | 79.9%-21.6pp | 76.7%-18.4pp | 80.7%-22.4pp |
| Annual return | 14.90% | 21.38%-6.5pp | 20.30%-5.4pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,335 | $3,533-62.2% | $3,020-55.8% | $4,379-69.5% |
| Participant deferral / active EE | $2,006 | $5,793-65.4% | $5,135-60.9% | $6,730-70.2% |
| Admin fee / account holder | $1,392 | $15,393-91.0% | $12,742-89.1% | $14,365-90.3% |