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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 | $79,779-76.4% | $153,741-87.7% | $74,478-74.7% |
| Participation rate | 40.5% | 69.9%-29.4pp | 77.1%-36.6pp | 67.2%-26.7pp |
| Annual return | 18.89% | 15.08%+3.8pp | 15.71%+3.2pp | 1370.56%-1351.7pp |
| Employer contribution / active EE | $1,717 | $4,026-57.4% | $5,042-65.9% | $2,626-34.6% |
| Participant deferral / active EE | $2,958 | $5,329-44.5% | $6,757-56.2% | $4,350-32.0% |
| Admin fee / account holder | $2,120 | $1,761+20.4% | $12,749-83.4% | $1,946+9.0% |