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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 | $29,649 | $108,825-72.8% | $156,181-81.0% | $82,448-64.0% |
| Participation rate | 58.1% | 72.4%-14.3pp | 78.8%-20.8pp | 68.1%-10.0pp |
| Annual return | 17.01% | 20.59%-3.6pp | 64.87%-47.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,264 | $2,870-55.9% | $4,294-70.6% | $2,551-50.4% |
| Participant deferral / active EE | $2,165 | $4,577-52.7% | $6,132-64.7% | $4,139-47.7% |
| Admin fee / account holder | $2,037 | $9,341-78.2% | $14,586-86.0% | $7,234-71.8% |