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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 | $11,675 | $69,273-83.1% | $90,796-87.1% | $82,637-85.9% |
| Participation rate | 60.0% | 64.0%-4.0pp | 69.5%-9.5pp | 68.1%-8.1pp |
| Annual return | 22.92% | 18.37%+4.5pp | 19.29%+3.6pp | 53.51%-30.6pp |
| Employer contribution / active EE | $1,489 | $1,865-20.2% | $2,294-35.1% | $2,552-41.7% |
| Participant deferral / active EE | $2,954 | $3,047-3.1% | $3,822-22.7% | $4,126-28.4% |
| Admin fee / account holder | $4,042 | $5,511-26.7% | $7,024-42.5% | $7,339-44.9% |