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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 | $16,570 | $71,230-76.7% | $93,727-82.3% | $80,959-79.5% |
| Participation rate | 53.5% | 60.4%-6.9pp | 68.7%-15.2pp | 67.7%-14.2pp |
| Annual return | 15.59% | 11.26%+4.3pp | 133.83%-118.2pp | 35.67%-20.1pp |
| Employer contribution / active EE | $626 | $1,565-60.0% | $2,421-74.2% | $2,757-77.3% |
| Participant deferral / active EE | $2,130 | $4,037-47.3% | $4,417-51.8% | $4,300-50.5% |
| Admin fee / account holder | $2,204 | $6,961-68.3% | $8,292-73.4% | $6,925-68.2% |