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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 | $13,455 | $124,425-89.2% | $112,040-88.0% | $137,256-90.2% |
| Participation rate | 68.2% | 79.3%-11.1pp | 76.5%-8.3pp | 80.0%-11.8pp |
| Annual return | 21.45% | 24.72%-3.3pp | 24.52%-3.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,125 | $3,411-67.0% | $2,954-61.9% | $4,156-72.9% |
| Participant deferral / active EE | $2,201 | $5,718-61.5% | $5,098-56.8% | $6,407-65.7% |
| Admin fee / account holder | $1,459 | $15,207-90.4% | $12,098-87.9% | $12,270-88.1% |