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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 | $20,137 | $135,956-85.2% | $123,894-83.7% | $273,972-92.6% |
| Participation rate | 59.1% | 84.1%-25.0pp | 81.4%-22.3pp | 83.0%-23.9pp |
| Annual return | 10.88% | 56.63%-45.8pp | 47.52%-36.6pp | 41.46%-30.6pp |
| Employer contribution / active EE | $1,391 | $5,170-73.1% | $4,617-69.9% | $4,869-71.4% |
| Participant deferral / active EE | $2,508 | $6,343-60.5% | $5,984-58.1% | $5,287-52.6% |
| Admin fee / account holder | $883 | $9,817-91.0% | $8,357-89.4% | $10,133-91.3% |