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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 | $20,279 | $76,834-73.6% | $108,359-81.3% | $87,485-76.8% |
| Participation rate | 61.7% | 61.7%0pp | 70.1%-8.4pp | 68.9%-7.2pp |
| Annual return | 14.27% | 19.09%-4.8pp | 36.89%-22.6pp | 26.06%-11.8pp |
| Employer contribution / active EE | $480 | $1,556-69.2% | $2,399-80.0% | $2,596-81.5% |
| Participant deferral / active EE | $2,251 | $3,100-27.4% | $4,137-45.6% | $4,274-47.3% |
| Admin fee / account holder | $2,896 | $6,537-55.7% | $9,741-70.3% | $7,775-62.8% |