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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 | $16,462 | $78,428-79.0% | $95,960-82.8% | $79,852-79.4% |
| Participation rate | 69.0% | 73.5%-4.5pp | 77.1%-8.1pp | 69.6%-0.7pp |
| Annual return | 23.14% | 19.37%+3.8pp | 91.63%-68.5pp | 31.72%-8.6pp |
| Employer contribution / active EE | $1,023 | $1,945-47.4% | $2,541-59.7% | $2,471-58.6% |
| Participant deferral / active EE | $2,958 | $3,440-14.0% | $4,167-29.0% | $3,740-20.9% |
| Admin fee / account holder | $331 | $5,622-94.1% | $6,797-95.1% | $5,306-93.8% |