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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 | $9,376 | $65,364-85.7% | $92,909-89.9% | $72,975-87.2% |
| Participation rate | 69.2% | 68.3%+0.9pp | 76.0%-6.8pp | 69.5%-0.3pp |
| Annual return | 20.59% | 42.11%-21.5pp | 109.44%-88.8pp | 81.01%-60.4pp |
| Employer contribution / active EE | $1,884 | $2,594-27.4% | $3,653-48.4% | $2,440-22.8% |
| Participant deferral / active EE | $2,158 | $3,128-31.0% | $4,238-49.1% | $3,608-40.2% |
| Admin fee / account holder | $732 | $4,251-82.8% | $5,795-87.4% | $5,124-85.7% |