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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 | $16,128 | $81,446-80.2% | $103,374-84.4% | $80,874-80.1% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 21.58% | 25.57%-4.0pp | 24.89%-3.3pp | 35.62%-14.0pp |
| Employer contribution / active EE | $1,107 | $3,107-64.4% | $3,869-71.4% | $2,756-59.8% |
| Participant deferral / active EE | $3,649 | $3,870-5.7% | $5,058-27.9% | $4,297-15.1% |
| Admin fee / account holder | $708 | $6,715-89.5% | $8,394-91.6% | $6,935-89.8% |