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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 | $20,532 | $181,896-88.7% | $156,551-86.9% | $273,972-92.5% |
| Participation rate | 30.4% | 88.4%-58.0pp | 84.0%-53.6pp | 83.0%-52.6pp |
| Annual return | 16.78% | 30.74%-14.0pp | 32.23%-15.4pp | 41.46%-24.7pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,056 | $5,550-44.9% | $4,871-37.3% | $5,287-42.2% |
| Admin fee / account holder | $1,481 | $15,560-90.5% | $13,028-88.6% | $10,133-85.4% |