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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 | $17,217 | $135,956-87.3% | $123,894-86.1% | $273,972-93.7% |
| Participation rate | 53.3% | 84.1%-30.7pp | 81.4%-28.1pp | 83.0%-29.7pp |
| Annual return | 9.52% | 56.63%-47.1pp | 47.52%-38.0pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,424 | $5,170-72.5% | $4,617-69.2% | $4,869-70.8% |
| Participant deferral / active EE | $5,135 | $6,343-19.0% | $5,984-14.2% | $5,287-2.9% |
| Admin fee / account holder | $2,001 | $9,817-79.6% | $8,357-76.1% | $10,133-80.3% |