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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 | $17,036 | $65,364-73.9% | $92,909-81.7% | $72,975-76.7% |
| Participation rate | 62.9% | 68.3%-5.5pp | 76.0%-13.1pp | 69.5%-6.6pp |
| Annual return | 23.26% | 42.11%-18.8pp | 109.44%-86.2pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,052 | $2,594-59.5% | $3,653-71.2% | $2,440-56.9% |
| Participant deferral / active EE | $1,349 | $3,128-56.9% | $4,238-68.2% | $3,608-62.6% |
| Admin fee / account holder | $1,449 | $4,251-65.9% | $5,795-75.0% | $5,124-71.7% |