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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 | $21,891 | $135,956-83.9% | $123,894-82.3% | $273,972-92.0% |
| Participation rate | 53.3% | 84.1%-30.7pp | 81.4%-28.1pp | 83.0%-29.7pp |
| Annual return | 14.58% | 56.63%-42.0pp | 47.52%-32.9pp | 41.46%-26.9pp |
| Employer contribution / active EE | $1,577 | $5,170-69.5% | $4,617-65.8% | $4,869-67.6% |
| Participant deferral / active EE | $5,820 | $6,343-8.2% | $5,984-2.7% | $5,287+10.1% |
| Admin fee / account holder | $388 | $9,817-96.0% | $8,357-95.4% | $10,133-96.2% |