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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 | $15,179 | $65,364-76.8% | $92,909-83.7% | $72,975-79.2% |
| Participation rate | 55.2% | 68.3%-13.1pp | 76.0%-20.8pp | 69.5%-14.3pp |
| Annual return | 30.55% | 42.11%-11.6pp | 109.44%-78.9pp | 81.01%-50.5pp |
| Employer contribution / active EE | $2,667 | $2,594+2.8% | $3,653-27.0% | $2,440+9.3% |
| Participant deferral / active EE | $1,952 | $3,128-37.6% | $4,238-53.9% | $3,608-45.9% |
| Admin fee / account holder | $323 | $4,251-92.4% | $5,795-94.4% | $5,124-93.7% |