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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 | $18,499 | $72,273-74.4% | $101,275-81.7% | $79,856-76.8% |
| Participation rate | 52.5% | 68.5%-16.0pp | 75.8%-23.3pp | 69.6%-17.1pp |
| Annual return | 19.65% | 22.30%-2.6pp | 46.48%-26.8pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,536 | $2,691-42.9% | $3,660-58.0% | $2,471-37.9% |
| Participant deferral / active EE | $2,465 | $3,282-24.9% | $4,371-43.6% | $3,741-34.1% |
| Admin fee / account holder | $852 | $4,401-80.6% | $5,948-85.7% | $5,306-83.9% |