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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 | $15,029 | $56,544-73.4% | $75,501-80.1% | $70,124-78.6% |
| Participation rate | 24.1% | 68.1%-44.0pp | 72.4%-48.3pp | 69.5%-45.4pp |
| Annual return | 19.50% | 23.59%-4.1pp | 27.35%-7.8pp | 73.14%-53.6pp |
| Employer contribution / active EE | $530 | $1,817-70.8% | $2,352-77.5% | $2,342-77.4% |
| Participant deferral / active EE | $1,460 | $2,580-43.4% | $3,142-53.5% | $3,332-56.2% |
| Admin fee / account holder | $582 | $3,827-84.8% | $5,801-90.0% | $4,645-87.5% |