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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 | $11,016 | $86,940-87.3% | $102,434-89.2% | $80,935-86.4% |
| Participation rate | 60.4% | 72.4%-12.0pp | 76.5%-16.1pp | 67.7%-7.2pp |
| Annual return | 14.61% | 18.89%-4.3pp | 29.46%-14.8pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,010 | $2,370-57.4% | $3,023-66.6% | $2,757-63.4% |
| Participant deferral / active EE | $2,313 | $4,121-43.9% | $5,055-54.2% | $4,299-46.2% |
| Admin fee / account holder | $1,715 | $8,047-78.7% | $9,462-81.9% | $6,924-75.2% |