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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 | $24,357 | $80,985-69.9% | $96,576-74.8% | $75,181-67.6% |
| Participation rate | 27.5% | 71.8%-44.3pp | 76.0%-48.5pp | 67.2%-39.7pp |
| Annual return | 27.91% | 27.05%+0.9pp | 25.87%+2.0pp | 160.69%-132.8pp |
| Employer contribution / active EE | $886 | $2,282-61.2% | $2,965-70.1% | $2,671-66.8% |
| Participant deferral / active EE | $1,803 | $3,929-54.1% | $4,851-62.8% | $4,126-56.3% |
| Admin fee / account holder | $1,107 | $6,719-83.5% | $8,253-86.6% | $5,650-80.4% |