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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 | $11,899 | $91,198-87.0% | $178,503-93.3% | $79,856-85.1% |
| Participation rate | 67.3% | 69.2%-1.9pp | 81.9%-14.6pp | 69.6%-2.3pp |
| Annual return | 27.87% | 24.20%+3.7pp | 151.12%-123.2pp | 31.71%-3.8pp |
| Employer contribution / active EE | $1,134 | $3,257-65.2% | $5,011-77.4% | $2,471-54.1% |
| Participant deferral / active EE | $2,409 | $3,237-25.6% | $5,202-53.7% | $3,741-35.6% |
| Admin fee / account holder | $331 | $6,748-95.1% | $13,987-97.6% | $5,306-93.8% |