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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 | $13,798 | $54,541-74.7% | $78,778-82.5% | $70,126-80.3% |
| Participation rate | 44.4% | 60.8%-16.4pp | 69.2%-24.7pp | 69.5%-25.1pp |
| Annual return | 23.01% | 21.07%+1.9pp | 35.62%-12.6pp | 73.15%-50.1pp |
| Employer contribution / active EE | $772 | $1,089-29.1% | $1,986-61.1% | $2,343-67.1% |
| Participant deferral / active EE | $1,363 | $2,210-38.3% | $2,958-53.9% | $3,332-59.1% |
| Admin fee / account holder | $1,790 | $3,709-51.7% | $5,134-65.1% | $4,645-61.5% |