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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 | $26,456 | $86,949-69.6% | $102,460-74.2% | $80,959-67.3% |
| Participation rate | 52.0% | 72.4%-20.4pp | 76.5%-24.5pp | 67.7%-15.7pp |
| Annual return | 10.58% | 18.89%-8.3pp | 29.47%-18.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $2,093 | $2,370-11.7% | $3,025-30.8% | $2,757-24.1% |
| Participant deferral / active EE | $3,573 | $4,121-13.3% | $5,056-29.3% | $4,300-16.9% |
| Admin fee / account holder | $7,230 | $8,048-10.2% | $9,460-23.6% | $6,925+4.4% |