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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 | $9,509 | $76,551-87.6% | $123,894-92.3% | $62,881-84.9% |
| Participation rate | 53.4% | 73.0%-19.6pp | 81.4%-28.0pp | 69.3%-15.9pp |
| Annual return | 16.30% | 18.68%-2.4pp | 47.52%-31.2pp | 20.14%-3.8pp |
| Employer contribution / active EE | $815 | $2,882-71.7% | $4,617-82.3% | $2,281-64.3% |
| Participant deferral / active EE | $2,255 | $4,840-53.4% | $5,984-62.3% | $3,203-29.6% |
| Admin fee / account holder | $1,218 | $4,826-74.8% | $8,357-85.4% | $4,296-71.6% |