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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 | $17,807 | $76,551-76.7% | $123,894-85.6% | $62,881-71.7% |
| Participation rate | 41.7% | 73.0%-31.3pp | 81.4%-39.7pp | 69.3%-27.6pp |
| Annual return | 5.88% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,534 | $2,882-46.8% | $4,617-66.8% | $2,281-32.8% |
| Participant deferral / active EE | $3,038 | $4,840-37.2% | $5,984-49.2% | $3,203-5.2% |
| Admin fee / account holder | $2,097 | $4,826-56.5% | $8,357-74.9% | $4,296-51.2% |