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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 | $17,933 | $88,707-79.8% | $74,184-75.8% | $273,972-93.5% |
| Participation rate | 35.7% | 79.4%-43.7pp | 76.6%-40.9pp | 83.0%-47.3pp |
| Annual return | 10.46% | 11.94%-1.5pp | 17.74%-7.3pp | 41.46%-31.0pp |
| Employer contribution / active EE | $788 | $3,159-75.1% | $2,370-66.8% | $4,869-83.8% |
| Participant deferral / active EE | $1,576 | $4,212-62.6% | $3,550-55.6% | $5,287-70.2% |
| Admin fee / account holder | $386 | $8,717-95.6% | $5,586-93.1% | $10,133-96.2% |