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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 | $16,783 | $138,312-87.9% | $122,979-86.4% | $155,188-89.2% |
| Participation rate | 60.0% | 80.2%-20.2pp | 77.2%-17.2pp | 80.8%-20.8pp |
| Annual return | 26.81% | 22.06%+4.7pp | 20.12%+6.7pp | 148.84%-122.0pp |
| Employer contribution / active EE | $1,845 | $3,530-47.7% | $3,062-39.7% | $4,248-56.6% |
| Participant deferral / active EE | $10,809 | $5,592+93.3% | $5,003+116.0% | $6,531+65.5% |
| Admin fee / account holder | $15,950 | $15,089+5.7% | $12,864+24.0% | $14,480+10.2% |