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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 | $17,851 | $71,230-74.9% | $93,727-81.0% | $80,959-78.0% |
| Participation rate | 68.0% | 60.4%+7.6pp | 68.7%-0.7pp | 67.7%+0.3pp |
| Annual return | 20.37% | 11.26%+9.1pp | 133.83%-113.5pp | 35.67%-15.3pp |
| Employer contribution / active EE | $2,062 | $1,565+31.8% | $2,421-14.8% | $2,757-25.2% |
| Participant deferral / active EE | $3,089 | $4,037-23.5% | $4,417-30.1% | $4,300-28.2% |
| Admin fee / account holder | $1,113 | $6,961-84.0% | $8,292-86.6% | $6,925-83.9% |