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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 | $11,222 | $53,837-79.2% | $75,714-85.2% | $85,847-86.9% |
| Participation rate | 62.8% | 69.1%-6.3pp | 74.8%-12.1pp | 69.3%-6.6pp |
| Annual return | 33.92% | 24.54%+9.4pp | 104.62%-70.7pp | 318.61%-284.7pp |
| Employer contribution / active EE | $833 | $2,017-58.7% | $2,744-69.6% | $2,565-67.5% |
| Participant deferral / active EE | $1,290 | $2,895-55.5% | $3,820-66.2% | $3,952-67.4% |
| Admin fee / account holder | $945 | $3,339-71.7% | $3,619-73.9% | $6,261-84.9% |