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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 | $17,626 | $91,559-80.7% | $133,971-86.8% | $79,852-77.9% |
| Participation rate | 52.4% | 73.3%-21.0pp | 79.8%-27.5pp | 69.6%-17.3pp |
| Annual return | 27.15% | 61.85%-34.7pp | 45.09%-17.9pp | 31.72%-4.6pp |
| Employer contribution / active EE | $866 | $2,384-63.7% | $3,919-77.9% | $2,471-64.9% |
| Participant deferral / active EE | $2,229 | $3,734-40.3% | $5,047-55.8% | $3,740-40.4% |
| Admin fee / account holder | $1,520 | $6,321-76.0% | $8,929-83.0% | $5,306-71.4% |