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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 | $10,584 | $106,247-90.0% | $96,515-89.0% | $139,466-92.4% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.3%-12.8pp | 80.3%-18.8pp |
| Annual return | 21.04% | 38.47%-17.4pp | 35.73%-14.7pp | 373.66%-352.6pp |
| Employer contribution / active EE | $1,671 | $4,106-59.3% | $3,740-55.3% | $4,754-64.8% |
| Participant deferral / active EE | $2,386 | $5,456-56.3% | $4,880-51.1% | $6,712-64.5% |
| Admin fee / account holder | $1,216 | $7,885-84.6% | $6,735-81.9% | $11,409-89.3% |