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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 | $21,146 | $99,994-78.9% | $146,643-85.6% | $85,847-75.4% |
| Participation rate | 37.5% | 73.1%-35.6pp | 80.1%-42.6pp | 69.3%-31.8pp |
| Annual return | 18.88% | 18.93%0pp | 22.75%-3.9pp | 318.61%-299.7pp |
| Employer contribution / active EE | $1,713 | $2,559-33.1% | $4,137-58.6% | $2,565-33.2% |
| Participant deferral / active EE | $1,917 | $4,006-52.2% | $5,506-65.2% | $3,952-51.5% |
| Admin fee / account holder | $1,231 | $7,703-84.0% | $10,280-88.0% | $6,261-80.3% |