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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 | $26,065 | $101,950-74.4% | $125,529-79.2% | $86,983-70.0% |
| Participation rate | 66.7% | 70.2%-3.5pp | 74.7%-8.1pp | 69.5%-2.9pp |
| Annual return | 16.81% | 18.29%-1.5pp | 202.56%-185.8pp | 25.83%-9.0pp |
| Employer contribution / active EE | $1,181 | $2,358-49.9% | $3,058-61.4% | $2,584-54.3% |
| Participant deferral / active EE | $1,746 | $3,862-54.8% | $4,813-63.7% | $4,194-58.4% |
| Admin fee / account holder | $2,872 | $12,791-77.5% | $16,298-82.4% | $7,856-63.4% |