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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 | $9,315 | $153,311-93.9% | $109,313-91.5% | $273,972-96.6% |
| Participation rate | 66.7% | 80.1%-13.4pp | 71.3%-4.6pp | 83.0%-16.3pp |
| Annual return | 13.48% | 29.86%-16.4pp | 22.07%-8.6pp | 41.46%-28.0pp |
| Employer contribution / active EE | $885 | $5,619-84.2% | $3,892-77.3% | $4,869-81.8% |
| Participant deferral / active EE | $2,447 | $3,932-37.8% | $3,166-22.7% | $5,287-53.7% |
| Admin fee / account holder | $1,191 | $8,076-85.3% | $5,666-79.0% | $10,133-88.2% |