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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 | $24,121 | $114,712-79.0% | $173,730-86.1% | $87,485-72.4% |
| Participation rate | 61.1% | 73.0%-11.9pp | 79.6%-18.5pp | 68.9%-7.8pp |
| Annual return | 17.14% | 20.18%-3.0pp | 19.96%-2.8pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,070 | $2,904-28.7% | $4,577-54.8% | $2,596-20.3% |
| Participant deferral / active EE | $2,688 | $4,642-42.1% | $6,326-57.5% | $4,274-37.1% |
| Admin fee / account holder | $2,417 | $10,210-76.3% | $17,523-86.2% | $7,775-68.9% |