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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 | $30,957 | $143,969-78.5% | $199,883-84.5% | $82,637-62.5% |
| Participation rate | 48.7% | 84.1%-35.4pp | 86.8%-38.0pp | 68.1%-19.3pp |
| Annual return | 17.13% | 25.67%-8.5pp | 43.81%-26.7pp | 53.51%-36.4pp |
| Employer contribution / active EE | $2,337 | $4,632-49.6% | $6,261-62.7% | $2,552-8.4% |
| Participant deferral / active EE | $3,608 | $6,937-48.0% | $9,138-60.5% | $4,126-12.6% |
| Admin fee / account holder | $5,537 | $14,597-62.1% | $17,268-67.9% | $7,339-24.6% |