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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 | $18,148 | $67,606-73.2% | $82,313-78.0% | $70,124-74.1% |
| Participation rate | 65.6% | 72.8%-7.1pp | 76.9%-11.3pp | 69.5%-3.9pp |
| Annual return | 21.56% | 21.57%0pp | 25.88%-4.3pp | 73.14%-51.6pp |
| Employer contribution / active EE | $935 | $1,755-46.7% | $2,428-61.5% | $2,342-60.1% |
| Participant deferral / active EE | $2,642 | $2,987-11.5% | $3,706-28.7% | $3,332-20.7% |
| Admin fee / account holder | $2,588 | $4,512-42.6% | $5,608-53.9% | $4,645-44.3% |