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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 | $23,405 | $95,404-75.5% | $113,397-79.4% | $82,637-71.7% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.5%-14.4pp | 68.1%-6.0pp |
| Annual return | 19.09% | 19.08%0pp | 23.20%-4.1pp | 53.51%-34.4pp |
| Employer contribution / active EE | $1,476 | $2,307-36.0% | $2,977-50.4% | $2,552-42.2% |
| Participant deferral / active EE | $2,148 | $4,220-49.1% | $5,076-57.7% | $4,126-47.9% |
| Admin fee / account holder | $1,298 | $9,168-85.8% | $11,957-89.1% | $7,339-82.3% |