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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 | $15,773 | $67,606-76.7% | $82,313-80.8% | $70,124-77.5% |
| Participation rate | 56.3% | 72.8%-16.5pp | 76.9%-20.6pp | 69.5%-13.3pp |
| Annual return | 19.21% | 21.57%-2.4pp | 25.88%-6.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $858 | $1,755-51.1% | $2,428-64.7% | $2,342-63.4% |
| Participant deferral / active EE | $1,576 | $2,987-47.2% | $3,706-57.5% | $3,332-52.7% |
| Admin fee / account holder | $1,826 | $4,512-59.5% | $5,608-67.4% | $4,645-60.7% |