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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 | $10,783 | $50,554-78.7% | $67,681-84.1% | $87,485-87.7% |
| Participation rate | 69.2% | 67.7%+1.5pp | 73.7%-4.5pp | 68.9%+0.3pp |
| Annual return | 21.87% | 17.81%+4.1pp | 590.58%-568.7pp | 26.06%-4.2pp |
| Employer contribution / active EE | $1,741 | $1,988-12.4% | $2,678-35.0% | $2,596-32.9% |
| Participant deferral / active EE | $1,933 | $2,961-34.7% | $3,976-51.4% | $4,274-54.8% |
| Admin fee / account holder | $2,943 | $4,132-28.8% | $6,100-51.8% | $7,775-62.1% |