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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 | $26,344 | $181,896-85.5% | $156,551-83.2% | $273,972-90.4% |
| Participation rate | 22.2% | 88.4%-66.2pp | 84.0%-61.8pp | 83.0%-60.8pp |
| Annual return | 8.64% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,665 | $6,248-73.4% | $5,501-69.7% | $4,869-65.8% |
| Participant deferral / active EE | $2,482 | $5,550-55.3% | $4,871-49.1% | $5,287-53.1% |
| Admin fee / account holder | $2,660 | $15,560-82.9% | $13,028-79.6% | $10,133-73.7% |