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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 | $19,430 | $93,589-79.2% | $135,942-85.7% | $75,181-74.2% |
| Participation rate | 62.1% | 75.2%-13.1pp | 81.9%-19.8pp | 67.2%-5.1pp |
| Annual return | 15.40% | 30.90%-15.5pp | 68.28%-52.9pp | 160.69%-145.3pp |
| Employer contribution / active EE | $1,890 | $3,537-46.6% | $4,858-61.1% | $2,671-29.2% |
| Participant deferral / active EE | $2,855 | $6,405-55.4% | $7,759-63.2% | $4,126-30.8% |
| Admin fee / account holder | $2,750 | $6,977-60.6% | $10,764-74.5% | $5,650-51.3% |