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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 | $18,865 | $79,700-76.3% | $153,500-87.7% | $74,429-74.7% |
| Participation rate | 40.5% | 69.8%-29.3pp | 77.1%-36.6pp | 67.2%-26.7pp |
| Annual return | 18.89% | 15.07%+3.8pp | 15.70%+3.2pp | 1368.38%-1349.5pp |
| Employer contribution / active EE | $1,717 | $4,016-57.3% | $5,039-65.9% | $2,625-34.6% |
| Participant deferral / active EE | $2,958 | $5,315-44.3% | $6,756-56.2% | $4,348-32.0% |
| Admin fee / account holder | $2,120 | $1,790+18.5% | $12,736-83.4% | $1,944+9.0% |