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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 | $18,913 | $60,349-68.7% | $74,184-74.5% | $62,881-69.9% |
| Participation rate | 60.0% | 72.7%-12.7pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | 13.66% | 21.38%-7.7pp | 17.74%-4.1pp | 20.14%-6.5pp |
| Employer contribution / active EE | $2,372 | $1,680+41.1% | $2,370+0.1% | $2,281+4.0% |
| Participant deferral / active EE | $2,622 | $2,856-8.2% | $3,550-26.1% | $3,203-18.1% |
| Admin fee / account holder | $597 | $4,261-86.0% | $5,586-89.3% | $4,296-86.1% |