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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 | $17,454 | $57,828-69.8% | $117,039-85.1% | $70,126-75.1% |
| Participation rate | 25.8% | 67.1%-41.3pp | 77.2%-51.4pp | 69.5%-43.7pp |
| Annual return | 19.26% | 17.55%+1.7pp | 18.95%+0.3pp | 73.15%-53.9pp |
| Employer contribution / active EE | $769 | $1,816-57.7% | $3,785-79.7% | $2,343-67.2% |
| Participant deferral / active EE | $1,443 | $2,438-40.8% | $3,929-63.3% | $3,332-56.7% |
| Admin fee / account holder | $758 | $3,548-78.6% | $5,974-87.3% | $4,645-83.7% |