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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 | $23,602 | $58,093-59.4% | $80,022-70.5% | $56,289-58.1% |
| Participation rate | 57.1% | 73.6%-16.5pp | 75.8%-18.7pp | 69.9%-12.7pp |
| Annual return | 8.50% | 34.63%-26.1pp | 11.22%-2.7pp | -9.96%+18.5pp |
| Employer contribution / active EE | $1,248 | $1,933-35.4% | $2,468-49.4% | $2,111-40.9% |
| Participant deferral / active EE | $1,681 | $3,136-46.4% | $3,686-54.4% | $3,350-49.8% |
| Admin fee / account holder | $688 | $623+10.4% | $6,521-89.5% | $521+32.0% |