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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 | $14,547 | $65,395-77.8% | $182,540-92.0% | $72,975-80.1% |
| Participation rate | 57.7% | 65.4%-7.7pp | 78.0%-20.2pp | 69.5%-11.7pp |
| Annual return | 27.34% | 27.68%-0.3pp | 148.58%-121.2pp | 81.01%-53.7pp |
| Employer contribution / active EE | $1,160 | $1,911-39.3% | $4,076-71.5% | $2,440-52.5% |
| Participant deferral / active EE | $1,772 | $3,563-50.3% | $5,525-67.9% | $3,608-50.9% |
| Admin fee / account holder | $582 | $4,245-86.3% | $8,593-93.2% | $5,124-88.6% |