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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 | $34,537 | $116,462-70.3% | $85,826-59.8% | $116,462-70.3% |
| Participation rate | 46.8% | 74.7%-27.9pp | 72.9%-26.1pp | 74.7%-27.9pp |
| Annual return | 17.04% | 15.65%+1.4pp | -10.29%+27.3pp | 15.65%+1.4pp |
| Employer contribution / active EE | $1,205 | $3,231-62.7% | $6,831-82.4% | $3,231-62.7% |
| Participant deferral / active EE | $2,246 | $3,836-41.5% | $3,752-40.1% | $3,836-41.5% |
| Admin fee / account holder | $867 | $12,754-93.2% | $4,820-82.0% | $12,754-93.2% |