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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 | $22,166 | $108,825-79.6% | $156,181-85.8% | $82,448-73.1% |
| Participation rate | 27.9% | 72.4%-44.5pp | 78.8%-50.9pp | 68.1%-40.2pp |
| Annual return | 21.11% | 20.59%+0.5pp | 64.87%-43.8pp | 41.64%-20.5pp |
| Employer contribution / active EE | $790 | $2,870-72.5% | $4,294-81.6% | $2,551-69.0% |
| Participant deferral / active EE | $2,069 | $4,577-54.8% | $6,132-66.3% | $4,139-50.0% |
| Admin fee / account holder | $1,401 | $9,341-85.0% | $14,586-90.4% | $7,234-80.6% |