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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 | $18,173 | $73,978-75.4% | $96,515-81.2% | $75,173-75.8% |
| Participation rate | 38.9% | 66.4%-27.5pp | 74.3%-35.5pp | 67.2%-28.3pp |
| Annual return | 25.37% | 26.72%-1.4pp | 35.73%-10.4pp | 160.72%-135.4pp |
| Employer contribution / active EE | $829 | $2,931-71.7% | $3,740-77.8% | $2,671-69.0% |
| Participant deferral / active EE | $1,919 | $3,660-47.6% | $4,880-60.7% | $4,126-53.5% |
| Admin fee / account holder | $989 | $5,219-81.1% | $6,735-85.3% | $5,651-82.5% |