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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 | $19,387 | $89,367-78.3% | $141,191-86.3% | $72,975-73.4% |
| Participation rate | 63.6% | 75.1%-11.5pp | 82.5%-18.8pp | 69.5%-5.9pp |
| Annual return | 30.39% | 111.87%-81.5pp | 71.41%-41.0pp | 81.01%-50.6pp |
| Employer contribution / active EE | $1,781 | $3,115-42.8% | $4,736-62.4% | $2,440-27.0% |
| Participant deferral / active EE | $3,222 | $5,419-40.5% | $6,710-52.0% | $3,608-10.7% |
| Admin fee / account holder | $3,943 | $5,957-33.8% | $10,264-61.6% | $5,124-23.1% |