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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 | $11,332 | $107,733-89.5% | $92,985-87.8% | $154,746-92.7% |
| Participation rate | 56.3% | 74.6%-18.3pp | 69.5%-13.2pp | 80.7%-24.5pp |
| Annual return | 23.99% | 30.39%-6.4pp | 27.99%-4.0pp | 172.34%-148.3pp |
| Employer contribution / active EE | $895 | $3,126-71.4% | $2,662-66.4% | $4,379-79.6% |
| Participant deferral / active EE | $1,921 | $5,053-62.0% | $4,377-56.1% | $6,730-71.5% |
| Admin fee / account holder | $1,050 | $11,369-90.8% | $9,463-88.9% | $14,365-92.7% |