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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 | $11,563 | $49,249-76.5% | $70,476-83.6% | $79,852-85.5% |
| Participation rate | 47.1% | 69.2%-22.1pp | 75.1%-28.0pp | 69.6%-22.6pp |
| Annual return | 21.14% | 30.09%-9.0pp | 109.12%-88.0pp | 31.72%-10.6pp |
| Employer contribution / active EE | $527 | $2,100-74.9% | $2,738-80.7% | $2,471-78.7% |
| Participant deferral / active EE | $1,150 | $2,769-58.5% | $3,710-69.0% | $3,740-69.3% |
| Admin fee / account holder | $545 | $2,878-81.1% | $3,847-85.8% | $5,306-89.7% |