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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 | $22,621 | $106,864-78.8% | $147,318-84.6% | $82,637-72.6% |
| Participation rate | 61.8% | 75.5%-13.7pp | 82.1%-20.3pp | 68.1%-6.3pp |
| Annual return | 18.18% | 27.49%-9.3pp | 70.43%-52.2pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,289 | $3,417-62.3% | $4,593-71.9% | $2,552-49.5% |
| Participant deferral / active EE | $2,687 | $6,496-58.6% | $7,906-66.0% | $4,126-34.9% |
| Admin fee / account holder | $333 | $8,415-96.0% | $13,708-97.6% | $7,339-95.5% |