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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 | $15,200 | $58,523-74.0% | $99,479-84.7% | $72,976-79.2% |
| Participation rate | 37.3% | 64.6%-27.4pp | 73.8%-36.6pp | 69.5%-32.2pp |
| Annual return | 24.98% | 28.51%-3.5pp | 30.72%-5.7pp | 81.02%-56.0pp |
| Employer contribution / active EE | $295 | $1,512-80.5% | $2,540-88.4% | $2,440-87.9% |
| Participant deferral / active EE | $1,436 | $2,606-44.9% | $3,619-60.3% | $3,608-60.2% |
| Admin fee / account holder | $312 | $4,102-92.4% | $6,253-95.0% | $5,124-93.9% |