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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 | $17,542 | $96,558-81.8% | $80,977-78.3% | $273,972-93.6% |
| Participation rate | 55.6% | 79.1%-23.5pp | 75.8%-20.3pp | 83.0%-27.5pp |
| Annual return | 6.22% | 15.14%-8.9pp | 17.11%-10.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $484 | $4,869-90.1% | $3,715-87.0% | $4,869-90.1% |
| Participant deferral / active EE | $1,685 | $6,598-74.5% | $5,696-70.4% | $5,287-68.1% |
| Admin fee / account holder | $1,570 | $7,493-79.0% | $5,517-71.5% | $10,133-84.5% |