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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 | $17,068 | $80,985-78.9% | $96,576-82.3% | $75,181-77.3% |
| Participation rate | 69.1% | 71.8%-2.7pp | 76.0%-6.9pp | 67.2%+1.9pp |
| Annual return | 25.18% | 27.05%-1.9pp | 25.87%-0.7pp | 160.69%-135.5pp |
| Employer contribution / active EE | $864 | $2,282-62.1% | $2,965-70.9% | $2,671-67.6% |
| Participant deferral / active EE | $1,990 | $3,929-49.3% | $4,851-59.0% | $4,126-51.8% |
| Admin fee / account holder | $851 | $6,719-87.3% | $8,253-89.7% | $5,650-84.9% |