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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 | $22,101 | $215,361-89.7% | $171,082-87.1% | $273,972-91.9% |
| Participation rate | 52.9% | 82.0%-29.1pp | 76.7%-23.8pp | 83.0%-30.1pp |
| Annual return | 13.52% | 25.14%-11.6pp | 32.56%-19.0pp | 41.46%-27.9pp |
| Employer contribution / active EE | $418 | $4,967-91.6% | $4,002-89.6% | $4,869-91.4% |
| Participant deferral / active EE | $3,463 | $5,543-37.5% | $4,797-27.8% | $5,287-34.5% |
| Admin fee / account holder | $997 | $10,846-90.8% | $8,520-88.3% | $10,133-90.2% |