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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 | $20,562 | $215,361-90.5% | $171,082-88.0% | $273,972-92.5% |
| Participation rate | 53.8% | 82.0%-28.2pp | 76.7%-22.8pp | 83.0%-29.2pp |
| Annual return | 7.30% | 25.14%-17.8pp | 32.56%-25.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $338 | $4,967-93.2% | $4,002-91.5% | $4,869-93.1% |
| Participant deferral / active EE | $2,323 | $5,543-58.1% | $4,797-51.6% | $5,287-56.1% |
| Admin fee / account holder | $390 | $10,846-96.4% | $8,520-95.4% | $10,133-96.2% |