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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 | $9,814 | $51,184-80.8% | $66,439-85.2% | $86,983-88.7% |
| Participation rate | 69.0% | 68.5%+0.6pp | 74.5%-5.4pp | 69.5%-0.5pp |
| Annual return | 18.19% | 17.07%+1.1pp | 757.66%-739.5pp | 25.83%-7.6pp |
| Employer contribution / active EE | $481 | $2,023-76.2% | $2,637-81.7% | $2,584-81.4% |
| Participant deferral / active EE | $973 | $2,927-66.8% | $3,876-74.9% | $4,194-76.8% |
| Admin fee / account holder | $449 | $4,154-89.2% | $6,173-92.7% | $7,856-94.3% |