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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 | $23,765 | $87,106-72.7% | $105,607-77.5% | $80,935-70.6% |
| Participation rate | 64.7% | 70.4%-5.7pp | 75.3%-10.6pp | 67.7%-3.0pp |
| Annual return | 23.61% | 17.01%+6.6pp | 116.11%-92.5pp | 35.66%-12.1pp |
| Employer contribution / active EE | $1,213 | $2,396-49.4% | $3,167-61.7% | $2,757-56.0% |
| Participant deferral / active EE | $2,220 | $3,986-44.3% | $5,011-55.7% | $4,299-48.4% |
| Admin fee / account holder | $2,308 | $8,447-72.7% | $10,958-78.9% | $6,924-66.7% |