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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 | $35,835 | $115,931-69.1% | $185,441-80.7% | $86,983-58.8% |
| Participation rate | 66.7% | 73.6%-7.0pp | 80.3%-13.6pp | 69.5%-2.9pp |
| Annual return | 17.05% | 21.47%-4.4pp | 20.16%-3.1pp | 25.83%-8.8pp |
| Employer contribution / active EE | $2,808 | $2,937-4.4% | $4,672-39.9% | $2,584+8.6% |
| Participant deferral / active EE | $4,738 | $4,551+4.1% | $6,152-23.0% | $4,194+13.0% |
| Admin fee / account holder | $440 | $10,687-95.9% | $17,890-97.5% | $7,856-94.4% |