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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 | $17,177 | $89,367-80.8% | $141,191-87.8% | $72,975-76.5% |
| Participation rate | 59.5% | 75.1%-15.6pp | 82.5%-23.0pp | 69.5%-10.0pp |
| Annual return | 23.31% | 111.87%-88.6pp | 71.41%-48.1pp | 81.01%-57.7pp |
| Employer contribution / active EE | $1,856 | $3,115-40.4% | $4,736-60.8% | $2,440-23.9% |
| Participant deferral / active EE | $3,372 | $5,419-37.8% | $6,710-49.7% | $3,608-6.5% |
| Admin fee / account holder | $1,421 | $5,957-76.1% | $10,264-86.2% | $5,124-72.3% |