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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 | $22,574 | $93,055-75.7% | $153,643-85.3% | $80,935-72.1% |
| Participation rate | 50.0% | 69.0%-19.0pp | 77.1%-27.1pp | 67.7%-17.7pp |
| Annual return | 13.98% | 19.97%-6.0pp | 15.71%-1.7pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,618 | $3,504-53.8% | $5,039-67.9% | $2,757-41.3% |
| Participant deferral / active EE | $2,088 | $5,172-59.6% | $6,754-69.1% | $4,299-51.4% |
| Admin fee / account holder | $1,426 | $8,881-83.9% | $12,739-88.8% | $6,924-79.4% |