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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 | $18,696 | $87,132-78.5% | $105,624-82.3% | $80,959-76.9% |
| Participation rate | 51.0% | 70.4%-19.4pp | 75.3%-24.2pp | 67.7%-16.6pp |
| Annual return | 11.51% | 17.03%-5.5pp | 116.20%-104.7pp | 35.67%-24.2pp |
| Employer contribution / active EE | $783 | $2,397-67.3% | $3,168-75.3% | $2,757-71.6% |
| Participant deferral / active EE | $1,967 | $3,985-50.6% | $5,013-60.7% | $4,300-54.2% |
| Admin fee / account holder | $618 | $8,449-92.7% | $10,961-94.4% | $6,925-91.1% |