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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 | $16,103 | $86,919-81.5% | $102,457-84.3% | $80,911-80.1% |
| Participation rate | 30.4% | 72.4%-41.9pp | 76.5%-46.1pp | 67.6%-37.2pp |
| Annual return | 13.10% | 18.90%-5.8pp | 29.41%-16.3pp | 35.63%-22.5pp |
| Employer contribution / active EE | $1,553 | $2,368-34.4% | $3,022-48.6% | $2,756-43.6% |
| Participant deferral / active EE | $2,760 | $4,119-33.0% | $5,054-45.4% | $4,297-35.8% |
| Admin fee / account holder | $2,742 | $8,049-65.9% | $9,451-71.0% | $6,935-60.5% |