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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 | $11,284 | $65,367-82.7% | $92,915-87.9% | $72,976-84.5% |
| Participation rate | 52.0% | 68.3%-16.3pp | 76.0%-24.0pp | 69.5%-17.5pp |
| Annual return | 21.96% | 42.11%-20.1pp | 109.45%-87.5pp | 81.02%-59.1pp |
| Employer contribution / active EE | $875 | $2,594-66.3% | $3,653-76.0% | $2,440-64.1% |
| Participant deferral / active EE | $2,139 | $3,128-31.6% | $4,238-49.5% | $3,608-40.7% |
| Admin fee / account holder | $1,618 | $4,251-61.9% | $5,796-72.1% | $5,124-68.4% |