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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 | $11,268 | $181,898-93.8% | $156,552-92.8% | $273,970-95.9% |
| Participation rate | 18.2% | 88.4%-70.2pp | 84.0%-65.8pp | 83.0%-64.8pp |
| Annual return | 2.94% | 30.74%-27.8pp | 32.23%-29.3pp | 41.46%-38.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,548 | $5,550-54.1% | $4,871-47.7% | $5,287-51.8% |
| Admin fee / account holder | $665 | $15,560-95.7% | $13,028-94.9% | $10,132-93.4% |