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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 | $18,542 | $94,436-80.4% | $115,599-84.0% | $82,637-77.6% |
| Participation rate | 51.4% | 70.4%-19.1pp | 74.3%-22.9pp | 68.1%-16.7pp |
| Annual return | 32.42% | 18.37%+14.0pp | 111.10%-78.7pp | 53.51%-21.1pp |
| Employer contribution / active EE | $1,048 | $2,324-54.9% | $2,955-64.5% | $2,552-58.9% |
| Participant deferral / active EE | $1,777 | $3,955-55.1% | $4,889-63.7% | $4,126-56.9% |
| Admin fee / account holder | $1,686 | $10,328-83.7% | $12,841-86.9% | $7,339-77.0% |