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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 | $19,032 | $106,864-82.2% | $147,318-87.1% | $82,637-77.0% |
| Participation rate | 66.0% | 75.5%-9.5pp | 82.1%-16.1pp | 68.1%-2.1pp |
| Annual return | 19.26% | 27.49%-8.2pp | 70.43%-51.2pp | 53.51%-34.3pp |
| Employer contribution / active EE | $1,895 | $3,417-44.5% | $4,593-58.7% | $2,552-25.7% |
| Participant deferral / active EE | $3,081 | $6,496-52.6% | $7,906-61.0% | $4,126-25.3% |
| Admin fee / account holder | $792 | $8,415-90.6% | $13,708-94.2% | $7,339-89.2% |