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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 | $26,173 | $140,800-81.4% | $89,340-70.7% | $79,634-67.1% |
| Participation rate | 25.9% | 61.9%-36.0pp | 69.6%-43.7pp | 62.5%-36.6pp |
| Annual return | 20.08% | 17.84%+2.2pp | 20.57%-0.5pp | 36.46%-16.4pp |
| Employer contribution / active EE | $515 | $2,021-74.5% | $2,231-76.9% | $2,529-79.6% |
| Participant deferral / active EE | $909 | $3,219-71.8% | $3,823-76.2% | $3,835-76.3% |
| Admin fee / account holder | $1,263 | $1,610-21.6% | $6,704-81.2% | $1,002+26.1% |