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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 | $11,338 | $78,428-85.5% | $95,960-88.2% | $79,852-85.8% |
| Participation rate | 69.5% | 73.5%-4.0pp | 77.1%-7.6pp | 69.6%-0.1pp |
| Annual return | 18.58% | 19.37%-0.8pp | 91.63%-73.1pp | 31.72%-13.1pp |
| Employer contribution / active EE | $1,391 | $1,945-28.5% | $2,541-45.3% | $2,471-43.7% |
| Participant deferral / active EE | $2,140 | $3,440-37.8% | $4,167-48.6% | $3,740-42.8% |
| Admin fee / account holder | $467 | $5,622-91.7% | $6,797-93.1% | $5,306-91.2% |