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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 | $20,008 | $65,072-69.3% | $66,439-69.9% | $65,306-69.4% |
| Participation rate | 47.9% | 69.1%-21.2pp | 74.5%-26.6pp | 57.7%-9.8pp |
| Annual return | 21.53% | 21.50%0pp | 757.66%-736.1pp | 21.94%-0.4pp |
| Employer contribution / active EE | $960 | $2,475-61.2% | $2,637-63.6% | $1,967-51.2% |
| Participant deferral / active EE | $1,777 | $3,234-45.1% | $3,876-54.2% | $2,959-40.0% |
| Admin fee / account holder | $1,377 | $1,323+4.1% | $6,173-77.7% | $3,480-60.4% |