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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 | $18,667 | $54,541-65.8% | $78,778-76.3% | $70,126-73.4% |
| Participation rate | 39.1% | 60.8%-21.7pp | 69.2%-30.1pp | 69.5%-30.4pp |
| Annual return | 17.58% | 21.07%-3.5pp | 35.62%-18.0pp | 73.15%-55.6pp |
| Employer contribution / active EE | $777 | $1,089-28.6% | $1,986-60.9% | $2,343-66.8% |
| Participant deferral / active EE | $1,513 | $2,210-31.5% | $2,958-48.9% | $3,332-54.6% |
| Admin fee / account holder | $849 | $3,709-77.1% | $5,134-83.5% | $4,645-81.7% |