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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 | $16,686 | $80,705-79.3% | $115,768-85.6% | $67,986-75.5% |
| Participation rate | 55.4% | 63.0%-7.5pp | 74.4%-19.0pp | 57.2%-1.8pp |
| Annual return | 22.06% | 18.49%+3.6pp | 100.46%-78.4pp | 31.67%-9.6pp |
| Employer contribution / active EE | $1,453 | $2,046-29.0% | $2,940-50.6% | $2,019-28.0% |
| Participant deferral / active EE | $2,000 | $3,559-43.8% | $4,917-59.3% | $3,358-40.4% |
| Admin fee / account holder | $810 | $4,135-80.4% | $12,439-93.5% | $3,203-74.7% |