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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 | $11,177 | $70,435-84.1% | $96,575-88.4% | $85,856-87.0% |
| Participation rate | 66.2% | 61.8%+4.4pp | 69.8%-3.6pp | 69.3%-3.1pp |
| Annual return | 13.42% | 18.59%-5.2pp | 37.79%-24.4pp | 318.58%-305.2pp |
| Employer contribution / active EE | $1,189 | $1,413-15.8% | $2,357-49.5% | $2,565-53.6% |
| Participant deferral / active EE | $1,313 | $2,894-54.6% | $3,849-65.9% | $3,952-66.8% |
| Admin fee / account holder | $909 | $4,997-81.8% | $6,182-85.3% | $6,261-85.5% |