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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 | $14,635 | $72,269-79.7% | $101,271-85.5% | $79,852-81.7% |
| Participation rate | 68.6% | 68.5%+0.2pp | 75.8%-7.2pp | 69.6%-1.0pp |
| Annual return | 27.28% | 22.29%+5.0pp | 46.48%-19.2pp | 31.72%-4.4pp |
| Employer contribution / active EE | $911 | $2,692-66.1% | $3,660-75.1% | $2,471-63.1% |
| Participant deferral / active EE | $2,278 | $3,282-30.6% | $4,371-47.9% | $3,740-39.1% |
| Admin fee / account holder | $604 | $4,401-86.3% | $5,948-89.8% | $5,306-88.6% |