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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 | $9,642 | $65,364-85.2% | $92,909-89.6% | $72,975-86.8% |
| Participation rate | 29.7% | 68.3%-38.6pp | 76.0%-46.3pp | 69.5%-39.8pp |
| Annual return | 29.08% | 42.11%-13.0pp | 109.44%-80.4pp | 81.01%-51.9pp |
| Employer contribution / active EE | $853 | $2,594-67.1% | $3,653-76.6% | $2,440-65.0% |
| Participant deferral / active EE | $1,658 | $3,128-47.0% | $4,238-60.9% | $3,608-54.0% |
| Admin fee / account holder | $353 | $4,251-91.7% | $5,795-93.9% | $5,124-93.1% |