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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 | $13,346 | $103,966-87.2% | $112,899-88.2% | $75,173-82.2% |
| Participation rate | 44.4% | 75.7%-31.2pp | 80.5%-36.1pp | 67.2%-22.8pp |
| Annual return | 24.11% | 24.54%-0.4pp | 34.11%-10.0pp | 160.72%-136.6pp |
| Employer contribution / active EE | $1,948 | $3,870-49.7% | $4,566-57.3% | $2,671-27.1% |
| Participant deferral / active EE | $3,020 | $5,456-44.6% | $6,516-53.6% | $4,126-26.8% |
| Admin fee / account holder | $3,633 | $7,663-52.6% | $7,047-48.4% | $5,651-35.7% |