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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 | $24,357 | $67,602-64.0% | $82,312-70.4% | $70,126-65.3% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 18.79% | 21.57%-2.8pp | 25.88%-7.1pp | 73.15%-54.4pp |
| Employer contribution / active EE | $2,476 | $1,755+41.1% | $2,428+2.0% | $2,343+5.7% |
| Participant deferral / active EE | $3,118 | $2,987+4.4% | $3,706-15.9% | $3,332-6.4% |
| Admin fee / account holder | $9,254 | $4,512+105.1% | $5,608+65.0% | $4,645+99.2% |