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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 | $15,151 | $60,165-74.8% | $74,184-79.6% | $55,167-72.5% |
| Participation rate | 56.6% | 74.2%-17.6pp | 76.6%-20.0pp | 69.0%-12.4pp |
| Annual return | 9.41% | 10.00%-0.6pp | 17.74%-8.3pp | 169.23%-159.8pp |
| Employer contribution / active EE | $2,330 | $1,600+45.6% | $2,370-1.7% | $1,963+18.7% |
| Participant deferral / active EE | $3,420 | $2,973+15.0% | $3,550-3.7% | $3,054+12.0% |
| Admin fee / account holder | $2,901 | $419+592.0% | $5,586-48.1% | $504+475.8% |