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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 | $28,258 | $86,922-67.5% | $102,438-72.4% | $80,874-65.1% |
| Participation rate | 58.5% | 72.4%-13.8pp | 76.5%-18.0pp | 67.6%-9.1pp |
| Annual return | 46.56% | 18.90%+27.7pp | 29.37%+17.2pp | 35.62%+10.9pp |
| Employer contribution / active EE | $2,032 | $2,369-14.3% | $3,024-32.8% | $2,756-26.3% |
| Participant deferral / active EE | $2,918 | $4,119-29.1% | $5,054-42.3% | $4,297-32.1% |
| Admin fee / account holder | $1,385 | $8,050-82.8% | $9,448-85.3% | $6,935-80.0% |