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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 | $14,722 | $56,121-73.8% | $92,985-84.2% | $64,340-77.1% |
| Participation rate | 26.3% | 44.9%-18.7pp | 69.5%-43.2pp | 55.2%-29.0pp |
| Annual return | 14.78% | 19.19%-4.4pp | 27.99%-13.2pp | 24.14%-9.4pp |
| Employer contribution / active EE | $376 | $1,351-72.2% | $2,662-85.9% | $1,862-79.8% |
| Participant deferral / active EE | $1,226 | $2,362-48.1% | $4,377-72.0% | $2,980-58.9% |
| Admin fee / account holder | $2,090 | $6,869-69.6% | $9,463-77.9% | $3,703-43.5% |