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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 | $19,256 | $64,359-70.1% | $90,161-78.6% | $70,126-72.5% |
| Participation rate | 59.5% | 70.4%-10.9pp | 76.9%-17.3pp | 69.5%-10.0pp |
| Annual return | 21.38% | 28.13%-6.7pp | 34.89%-13.5pp | 73.15%-51.8pp |
| Employer contribution / active EE | $1,669 | $2,046-18.4% | $3,318-49.7% | $2,343-28.8% |
| Participant deferral / active EE | $2,752 | $4,389-37.3% | $5,287-47.9% | $3,332-17.4% |
| Admin fee / account holder | $576 | $3,945-85.4% | $5,943-90.3% | $4,645-87.6% |