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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 | $8,013 | $69,273-88.4% | $90,796-91.2% | $82,637-90.3% |
| Participation rate | 68.2% | 64.0%+4.1pp | 69.5%-1.3pp | 68.1%+0.1pp |
| Annual return | 24.16% | 18.37%+5.8pp | 19.29%+4.9pp | 53.51%-29.3pp |
| Employer contribution / active EE | $1,081 | $1,865-42.1% | $2,294-52.9% | $2,552-57.7% |
| Participant deferral / active EE | $1,468 | $3,047-51.8% | $3,822-61.6% | $4,126-64.4% |
| Admin fee / account holder | $974 | $5,511-82.3% | $7,024-86.1% | $7,339-86.7% |