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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 | $7,421 | $65,367-88.6% | $92,915-92.0% | $72,976-89.8% |
| Participation rate | 68.6% | 68.3%+0.3pp | 76.0%-7.4pp | 69.5%-0.9pp |
| Annual return | 30.96% | 42.11%-11.1pp | 109.45%-78.5pp | 81.02%-50.1pp |
| Employer contribution / active EE | $857 | $2,594-67.0% | $3,653-76.5% | $2,440-64.9% |
| Participant deferral / active EE | $2,354 | $3,128-24.7% | $4,238-44.4% | $3,608-34.7% |
| Admin fee / account holder | $424 | $4,251-90.0% | $5,796-92.7% | $5,124-91.7% |