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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 | $10,750 | $86,940-87.6% | $102,434-89.5% | $80,935-86.7% |
| Participation rate | 58.1% | 72.4%-14.3pp | 76.5%-18.4pp | 67.7%-9.6pp |
| Annual return | 20.99% | 18.89%+2.1pp | 29.46%-8.5pp | 35.66%-14.7pp |
| Employer contribution / active EE | $2,420 | $2,370+2.1% | $3,023-19.9% | $2,757-12.2% |
| Participant deferral / active EE | $2,082 | $4,121-49.5% | $5,055-58.8% | $4,299-51.6% |
| Admin fee / account holder | $3,813 | $8,047-52.6% | $9,462-59.7% | $6,924-44.9% |