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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 | $15,252 | $115,931-86.8% | $185,441-91.8% | $86,983-82.5% |
| Participation rate | 66.7% | 73.6%-7.0pp | 80.3%-13.6pp | 69.5%-2.9pp |
| Annual return | 19.49% | 21.47%-2.0pp | 20.16%-0.7pp | 25.83%-6.3pp |
| Employer contribution / active EE | $1,493 | $2,937-49.1% | $4,672-68.0% | $2,584-42.2% |
| Participant deferral / active EE | $3,041 | $4,551-33.2% | $6,152-50.6% | $4,194-27.5% |
| Admin fee / account holder | $1,584 | $10,687-85.2% | $17,890-91.1% | $7,856-79.8% |