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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 | $13,563 | $99,875-86.4% | $146,866-90.8% | $86,983-84.4% |
| Participation rate | 65.9% | 75.8%-9.9pp | 82.5%-16.6pp | 69.5%-3.6pp |
| Annual return | 19.58% | 28.10%-8.5pp | 102.85%-83.3pp | 25.83%-6.3pp |
| Employer contribution / active EE | $1,276 | $3,224-60.4% | $4,425-71.2% | $2,584-50.6% |
| Participant deferral / active EE | $2,442 | $6,322-61.4% | $7,759-68.5% | $4,194-41.8% |
| Admin fee / account holder | $1,193 | $7,838-84.8% | $13,620-91.2% | $7,856-84.8% |