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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 | $17,729 | $75,058-76.4% | $152,301-88.4% | $64,340-72.4% |
| Participation rate | 50.4% | 60.9%-10.5pp | 82.4%-32.0pp | 55.2%-4.8pp |
| Annual return | 28.86% | 29.93%-1.1pp | 80.50%-51.6pp | 24.14%+4.7pp |
| Employer contribution / active EE | $409 | $2,605-84.3% | $4,624-91.2% | $1,862-78.0% |
| Participant deferral / active EE | $2,389 | $5,041-52.6% | $8,004-70.2% | $2,980-19.8% |
| Admin fee / account holder | $4,397 | $4,050+8.6% | $14,398-69.5% | $3,703+18.8% |