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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 | $13,350 | $106,524-87.5% | $152,301-91.2% | $87,485-84.7% |
| Participation rate | 45.2% | 75.8%-30.6pp | 82.4%-37.3pp | 68.9%-23.8pp |
| Annual return | 15.20% | 26.89%-11.7pp | 80.50%-65.3pp | 26.06%-10.9pp |
| Employer contribution / active EE | $878 | $3,371-73.9% | $4,624-81.0% | $2,596-66.2% |
| Participant deferral / active EE | $3,144 | $6,525-51.8% | $8,004-60.7% | $4,274-26.4% |
| Admin fee / account holder | $3,853 | $8,287-53.5% | $14,398-73.2% | $7,775-50.4% |