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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 | $19,452 | $79,961-75.7% | $98,462-80.2% | $75,177-74.1% |
| Participation rate | 43.6% | 70.4%-26.8pp | 75.2%-31.6pp | 67.2%-23.6pp |
| Annual return | 15.99% | 19.75%-3.8pp | 21.17%-5.2pp | 160.75%-144.8pp |
| Employer contribution / active EE | $1,581 | $2,264-30.2% | $3,049-48.1% | $2,671-40.8% |
| Participant deferral / active EE | $1,799 | $3,753-52.1% | $4,738-62.0% | $4,126-56.4% |
| Admin fee / account holder | $3,214 | $6,842-53.0% | $8,875-63.8% | $5,651-43.1% |