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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 | $28,547 | $223,823-87.2% | $211,142-86.5% | $154,746-81.6% |
| Participation rate | 68.8% | 87.9%-19.1pp | 87.3%-18.5pp | 80.7%-12.0pp |
| Annual return | 19.31% | 50.39%-31.1pp | 46.84%-27.5pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,699 | $6,787-75.0% | $6,442-73.6% | $4,379-61.2% |
| Participant deferral / active EE | $4,322 | $9,750-55.7% | $9,284-53.4% | $6,730-35.8% |
| Admin fee / account holder | $377 | $19,707-98.1% | $19,076-98.0% | $14,365-97.4% |