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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 | $17,342 | $181,896-90.5% | $156,551-88.9% | $273,972-93.7% |
| Participation rate | 42.9% | 88.4%-45.5pp | 84.0%-41.2pp | 83.0%-40.2pp |
| Annual return | 11.34% | 30.74%-19.4pp | 32.23%-20.9pp | 41.46%-30.1pp |
| Employer contribution / active EE | $1,621 | $6,248-74.1% | $5,501-70.5% | $4,869-66.7% |
| Participant deferral / active EE | $2,601 | $5,550-53.1% | $4,871-46.6% | $5,287-50.8% |
| Admin fee / account holder | $1,480 | $15,560-90.5% | $13,028-88.6% | $10,133-85.4% |