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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 | $18,182 | $65,367-72.2% | $92,915-80.4% | $72,976-75.1% |
| Participation rate | 28.6% | 68.3%-39.7pp | 76.0%-47.4pp | 69.5%-40.9pp |
| Annual return | 23.62% | 42.11%-18.5pp | 109.45%-85.8pp | 81.02%-57.4pp |
| Employer contribution / active EE | $1,374 | $2,594-47.0% | $3,653-62.4% | $2,440-43.7% |
| Participant deferral / active EE | $2,247 | $3,128-28.2% | $4,238-47.0% | $3,608-37.7% |
| Admin fee / account holder | $1,525 | $4,251-64.1% | $5,796-73.7% | $5,124-70.2% |