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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 | $24,934 | $80,781-69.1% | $102,437-75.7% | $74,478-66.5% |
| Participation rate | 37.5% | 65.7%-28.2pp | 74.5%-37.0pp | 67.2%-29.7pp |
| Annual return | 14.96% | 27.58%-12.6pp | 24.95%-10.0pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $1,389 | $3,160-56.0% | $3,871-64.1% | $2,626-47.1% |
| Participant deferral / active EE | $2,129 | $3,862-44.9% | $5,060-57.9% | $4,350-51.1% |
| Admin fee / account holder | $925 | $2,372-61.0% | $8,388-89.0% | $1,946-52.4% |