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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 | $16,907 | $81,446-79.2% | $103,374-83.6% | $80,874-79.1% |
| Participation rate | 53.6% | 66.9%-13.3pp | 74.5%-20.9pp | 67.6%-14.1pp |
| Annual return | 12.19% | 25.57%-13.4pp | 24.89%-12.7pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,167 | $3,107-30.3% | $3,869-44.0% | $2,756-21.4% |
| Participant deferral / active EE | $3,189 | $3,870-17.6% | $5,058-36.9% | $4,297-25.8% |
| Admin fee / account holder | $730 | $6,715-89.1% | $8,394-91.3% | $6,935-89.5% |