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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 | $24,822 | $80,992-69.4% | $96,534-74.3% | $75,173-67.0% |
| Participation rate | 57.7% | 71.8%-14.1pp | 76.0%-18.2pp | 67.2%-9.5pp |
| Annual return | 14.52% | 27.05%-12.5pp | 25.88%-11.4pp | 160.72%-146.2pp |
| Employer contribution / active EE | $1,357 | $2,283-40.6% | $2,965-54.2% | $2,671-49.2% |
| Participant deferral / active EE | $1,931 | $3,929-50.9% | $4,851-60.2% | $4,126-53.2% |
| Admin fee / account holder | $1,099 | $6,717-83.6% | $8,253-86.7% | $5,651-80.6% |