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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 | $201,372-88.2% | $184,260-87.2% | $145,884-83.8% |
| Participation rate | 46.2% | 87.5%-41.3pp | 86.8%-40.7pp | 80.3%-34.1pp |
| Annual return | 14.00% | 29.04%-15.0pp | 28.84%-14.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,520 | $7,024-78.4% | $6,427-76.3% | $4,662-67.4% |
| Participant deferral / active EE | $3,135 | $9,808-68.0% | $9,133-65.7% | $6,690-53.1% |
| Admin fee / account holder | $878 | $16,362-94.6% | $13,898-93.7% | $13,392-93.4% |