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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 | $33,838 | $110,137-69.3% | $161,149-79.0% | $82,637-59.1% |
| Participation rate | 51.5% | 72.4%-20.9pp | 78.8%-27.4pp | 68.1%-16.6pp |
| Annual return | 18.73% | 20.69%-2.0pp | 21.16%-2.4pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,289 | $2,856-54.9% | $4,360-70.4% | $2,552-49.5% |
| Participant deferral / active EE | $2,793 | $4,575-38.9% | $6,153-54.6% | $4,126-32.3% |
| Admin fee / account holder | $1,431 | $9,467-84.9% | $15,194-90.6% | $7,339-80.5% |