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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 | $19,001 | $79,867-76.2% | $120,344-84.2% | $64,340-70.5% |
| Participation rate | 30.3% | 63.0%-32.7pp | 76.7%-46.4pp | 55.2%-24.9pp |
| Annual return | 34.10% | 21.10%+13.0pp | 20.30%+13.8pp | 24.14%+10.0pp |
| Employer contribution / active EE | $748 | $1,925-61.1% | $3,020-75.2% | $1,862-59.8% |
| Participant deferral / active EE | $1,709 | $3,593-52.4% | $5,135-66.7% | $2,980-42.6% |
| Admin fee / account holder | $863 | $5,039-82.9% | $12,742-93.2% | $3,703-76.7% |