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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 | $13,372 | $73,102-81.7% | $123,549-89.2% | $56,287-76.2% |
| Participation rate | 63.1% | 74.3%-11.2pp | 82.3%-19.2pp | 69.9%-6.7pp |
| Annual return | 21.37% | 3.01%+18.4pp | 119.20%-97.8pp | -9.96%+31.3pp |
| Employer contribution / active EE | $1,822 | $2,977-38.8% | $4,628-60.6% | $2,111-13.7% |
| Participant deferral / active EE | $3,813 | $5,423-29.7% | $6,426-40.7% | $3,350+13.8% |
| Admin fee / account holder | $355 | $554-35.8% | $9,284-96.2% | $521-31.8% |