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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 | $19,034 | $99,994-81.0% | $146,647-87.0% | $85,851-77.8% |
| Participation rate | 42.5% | 73.1%-30.6pp | 80.1%-37.6pp | 69.3%-26.8pp |
| Annual return | 17.33% | 18.93%-1.6pp | 22.75%-5.4pp | 318.63%-301.3pp |
| Employer contribution / active EE | $995 | $2,559-61.1% | $4,137-75.9% | $2,565-61.2% |
| Participant deferral / active EE | $2,109 | $4,006-47.4% | $5,506-61.7% | $3,952-46.6% |
| Admin fee / account holder | $1,114 | $7,703-85.5% | $10,281-89.2% | $6,261-82.2% |