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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 | $26,674 | $80,674-66.9% | $119,126-77.6% | $64,340-58.5% |
| Participation rate | 29.0% | 55.2%-26.2pp | 75.8%-46.8pp | 55.2%-26.3pp |
| Annual return | 18.87% | 26.86%-8.0pp | 282.11%-263.2pp | 24.14%-5.3pp |
| Employer contribution / active EE | $973 | $2,564-62.1% | $4,034-75.9% | $1,862-47.7% |
| Participant deferral / active EE | $1,493 | $3,053-51.1% | $5,318-71.9% | $2,980-49.9% |
| Admin fee / account holder | $2,300 | $4,559-49.5% | $10,693-78.5% | $3,703-37.9% |