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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 | $12,711 | $81,476-84.4% | $102,383-87.6% | $80,925-84.3% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 14.29% | 25.59%-11.3pp | 24.94%-10.6pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,478 | $3,105-52.4% | $3,870-61.8% | $2,756-46.4% |
| Participant deferral / active EE | $2,209 | $3,871-42.9% | $5,060-56.3% | $4,299-48.6% |
| Admin fee / account holder | $1,017 | $6,717-84.9% | $8,391-87.9% | $6,940-85.3% |