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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 | $19,088 | $65,027-70.6% | $90,970-79.0% | $79,852-76.1% |
| Participation rate | 46.4% | 61.6%-15.2pp | 69.0%-22.6pp | 69.6%-23.2pp |
| Annual return | 18.47% | 30.45%-12.0pp | 134.58%-116.1pp | 31.72%-13.2pp |
| Employer contribution / active EE | $1,750 | $1,247+40.3% | $2,122-17.6% | $2,471-29.2% |
| Participant deferral / active EE | $2,712 | $2,512+8.0% | $3,373-19.6% | $3,740-27.5% |
| Admin fee / account holder | $1,064 | $4,535-76.5% | $5,960-82.2% | $5,306-80.0% |