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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 | $23,669 | $201,259-88.2% | $184,200-87.2% | $145,959-83.8% |
| Participation rate | 46.2% | 87.5%-41.3pp | 86.8%-40.7pp | 80.3%-34.1pp |
| Annual return | 14.00% | 28.98%-15.0pp | 28.80%-14.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,520 | $7,018-78.3% | $6,424-76.3% | $4,661-67.4% |
| Participant deferral / active EE | $3,135 | $9,806-68.0% | $9,132-65.7% | $6,689-53.1% |
| Admin fee / account holder | $878 | $16,372-94.6% | $13,907-93.7% | $13,398-93.4% |