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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 | $36,506 | $104,098-64.9% | $140,514-74.0% | $94,015-61.2% |
| Participation rate | 62.2% | 73.7%-11.5pp | 77.8%-15.6pp | 70.8%-8.7pp |
| Annual return | 20.45% | 15.14%+5.3pp | 14.36%+6.1pp | 17.84%+2.6pp |
| Employer contribution / active EE | $2,180 | $2,388-8.7% | $3,378-35.5% | $2,790-21.9% |
| Participant deferral / active EE | $3,150 | $4,033-21.9% | $4,919-36.0% | $4,249-25.9% |
| Admin fee / account holder | $757 | $10,439-92.7% | $13,697-94.5% | $8,951-91.5% |