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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 | $29,173 | $181,896-84.0% | $156,551-81.4% | $273,972-89.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 8.60% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,601 | $6,248-74.4% | $5,501-70.9% | $4,869-67.1% |
| Participant deferral / active EE | $3,089 | $5,550-44.3% | $4,871-36.6% | $5,287-41.6% |
| Admin fee / account holder | $2,547 | $15,560-83.6% | $13,028-80.4% | $10,133-74.9% |