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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 | $25,797 | $83,485-69.1% | $125,195-79.4% | $72,976-64.7% |
| Participation rate | 55.6% | 73.3%-17.7pp | 79.8%-24.2pp | 69.5%-13.9pp |
| Annual return | 20.23% | 25.77%-5.5pp | 43.79%-23.6pp | 81.02%-60.8pp |
| Employer contribution / active EE | $1,153 | $2,346-50.9% | $3,866-70.2% | $2,440-52.8% |
| Participant deferral / active EE | $2,437 | $3,586-32.1% | $4,937-50.6% | $3,608-32.5% |
| Admin fee / account holder | $1,560 | $5,518-71.7% | $9,704-83.9% | $5,124-69.6% |