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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 | $23,455 | $86,949-73.0% | $102,460-77.1% | $80,959-71.0% |
| Participation rate | 32.3% | 72.4%-40.1pp | 76.5%-44.3pp | 67.7%-35.4pp |
| Annual return | 10.54% | 18.89%-8.4pp | 29.47%-18.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $806 | $2,370-66.0% | $3,025-73.4% | $2,757-70.8% |
| Participant deferral / active EE | $1,846 | $4,121-55.2% | $5,056-63.5% | $4,300-57.1% |
| Admin fee / account holder | $491 | $8,048-93.9% | $9,460-94.8% | $6,925-92.9% |