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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 | $13,798 | $97,648-85.9% | $121,663-88.7% | $87,485-84.2% |
| Participation rate | 67.6% | 70.5%-2.8pp | 74.5%-6.8pp | 68.9%-1.3pp |
| Annual return | 18.15% | 18.03%+0.1pp | 147.54%-129.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $693 | $2,300-69.9% | $3,020-77.1% | $2,596-73.3% |
| Participant deferral / active EE | $2,189 | $3,923-44.2% | $4,887-55.2% | $4,274-48.8% |
| Admin fee / account holder | $608 | $11,100-94.5% | $14,289-95.7% | $7,775-92.2% |