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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 | $19,714 | $91,760-78.5% | $156,181-87.4% | $67,986-71.0% |
| Participation rate | 69.1% | 65.0%+4.1pp | 78.8%-9.7pp | 57.2%+11.9pp |
| Annual return | 16.63% | 18.14%-1.5pp | 64.87%-48.2pp | 31.67%-15.0pp |
| Employer contribution / active EE | $842 | $2,419-65.2% | $4,294-80.4% | $2,019-58.3% |
| Participant deferral / active EE | $1,998 | $3,960-49.5% | $6,132-67.4% | $3,358-40.5% |
| Admin fee / account holder | $2,769 | $3,949-29.9% | $14,586-81.0% | $3,203-13.6% |