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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 | $25,630 | $95,404-73.1% | $113,397-77.4% | $82,637-69.0% |
| Participation rate | 61.1% | 72.8%-11.7pp | 76.5%-15.4pp | 68.1%-6.9pp |
| Annual return | 13.81% | 19.08%-5.3pp | 23.20%-9.4pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,313 | $2,307-43.1% | $2,977-55.9% | $2,552-48.6% |
| Participant deferral / active EE | $2,651 | $4,220-37.2% | $5,076-47.8% | $4,126-35.8% |
| Admin fee / account holder | $2,649 | $9,168-71.1% | $11,957-77.8% | $7,339-63.9% |