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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 | $17,340 | $93,598-81.5% | $135,974-87.2% | $75,173-76.9% |
| Participation rate | 36.1% | 75.2%-39.1pp | 81.9%-45.8pp | 67.2%-31.1pp |
| Annual return | 23.57% | 30.89%-7.3pp | 68.30%-44.7pp | 160.72%-137.2pp |
| Employer contribution / active EE | $1,774 | $3,538-49.9% | $4,859-63.5% | $2,671-33.6% |
| Participant deferral / active EE | $2,607 | $6,405-59.3% | $7,760-66.4% | $4,126-36.8% |
| Admin fee / account holder | $722 | $6,978-89.7% | $10,767-93.3% | $5,651-87.2% |