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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 | $23,212 | $181,896-87.2% | $156,551-85.2% | $273,972-91.5% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 8.03% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,916 | $6,248-69.3% | $5,501-65.2% | $4,869-60.6% |
| Participant deferral / active EE | $2,609 | $5,550-53.0% | $4,871-46.4% | $5,287-50.7% |
| Admin fee / account holder | $1,256 | $15,560-91.9% | $13,028-90.4% | $10,133-87.6% |