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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 | $15,779 | $78,636-79.9% | $105,607-85.1% | $74,459-78.8% |
| Participation rate | 69.0% | 72.8%-3.8pp | 75.3%-6.3pp | 67.2%+1.8pp |
| Annual return | 12.52% | 15.96%-3.4pp | 116.11%-103.6pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $1,778 | $2,523-29.6% | $3,167-43.9% | $2,626-32.3% |
| Participant deferral / active EE | $2,609 | $4,322-39.6% | $5,011-47.9% | $4,350-40.0% |
| Admin fee / account holder | $1,682 | $2,220-24.2% | $10,958-84.6% | $1,945-13.5% |