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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 | $18,331 | $72,273-74.6% | $101,275-81.9% | $79,856-77.0% |
| Participation rate | 44.7% | 68.5%-23.7pp | 75.8%-31.1pp | 69.6%-24.9pp |
| Annual return | 25.57% | 22.30%+3.3pp | 46.48%-20.9pp | 31.71%-6.1pp |
| Employer contribution / active EE | $887 | $2,691-67.0% | $3,660-75.8% | $2,471-64.1% |
| Participant deferral / active EE | $1,797 | $3,282-45.2% | $4,371-58.9% | $3,741-52.0% |
| Admin fee / account holder | $1,009 | $4,401-77.1% | $5,948-83.0% | $5,306-81.0% |