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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 | $19,553 | $80,781-75.8% | $102,437-80.9% | $74,478-73.7% |
| Participation rate | 51.0% | 65.7%-14.7pp | 74.5%-23.5pp | 67.2%-16.2pp |
| Annual return | 17.21% | 27.58%-10.4pp | 24.95%-7.7pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $1,713 | $3,160-45.8% | $3,871-55.7% | $2,626-34.8% |
| Participant deferral / active EE | $2,485 | $3,862-35.7% | $5,060-50.9% | $4,350-42.9% |
| Admin fee / account holder | $650 | $2,372-72.6% | $8,388-92.2% | $1,946-66.6% |