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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 | $19,098 | $73,978-74.2% | $96,515-80.2% | $75,173-74.6% |
| Participation rate | 67.6% | 66.4%+1.1pp | 74.3%-6.8pp | 67.2%+0.4pp |
| Annual return | 15.38% | 26.72%-11.3pp | 35.73%-20.3pp | 160.72%-145.3pp |
| Employer contribution / active EE | $893 | $2,931-69.5% | $3,740-76.1% | $2,671-66.6% |
| Participant deferral / active EE | $3,821 | $3,660+4.4% | $4,880-21.7% | $4,126-7.4% |
| Admin fee / account holder | $4,797 | $5,219-8.1% | $6,735-28.8% | $5,651-15.1% |