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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 | $27,148 | $75,923-64.2% | $102,460-73.5% | - |
| Participation rate | 37.4% | 71.4%-34.0pp | 76.5%-39.1pp | - |
| Annual return | 15.71% | 15.12%+0.6pp | 29.47%-13.8pp | - |
| Employer contribution / active EE | $1,176 | $2,206-46.7% | $3,025-61.1% | - |
| Participant deferral / active EE | $2,782 | $4,258-34.7% | $5,056-45.0% | - |
| Admin fee / account holder | $764 | $11,449-93.3% | $9,460-91.9% | - |