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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 | $14,704 | $79,955-81.6% | $98,450-85.1% | $75,181-80.4% |
| Participation rate | 44.7% | 70.4%-25.7pp | 75.2%-30.5pp | 67.2%-22.5pp |
| Annual return | 13.24% | 19.75%-6.5pp | 21.16%-7.9pp | 160.69%-147.4pp |
| Employer contribution / active EE | $1,118 | $2,264-50.6% | $3,049-63.3% | $2,671-58.2% |
| Participant deferral / active EE | $2,023 | $3,752-46.1% | $4,739-57.3% | $4,126-51.0% |
| Admin fee / account holder | $1,665 | $6,841-75.7% | $8,961-81.4% | $5,650-70.5% |