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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 | $30,507 | $123,793-75.4% | $177,848-82.8% | $79,856-61.8% |
| Participation rate | 62.0% | 84.7%-22.7pp | 87.7%-25.7pp | 69.6%-7.7pp |
| Annual return | 22.36% | 22.82%-0.5pp | 48.33%-26.0pp | 31.71%-9.4pp |
| Employer contribution / active EE | $2,060 | $4,095-49.7% | $5,919-65.2% | $2,471-16.7% |
| Participant deferral / active EE | $3,613 | $5,956-39.3% | $7,714-53.2% | $3,741-3.4% |
| Admin fee / account holder | $1,103 | $7,243-84.8% | $12,431-91.1% | $5,306-79.2% |