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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 | $9,488 | $50,385-81.2% | $75,501-87.4% | $62,293-84.8% |
| Participation rate | 67.9% | 67.7%+0.2pp | 72.4%-4.4pp | 69.5%-1.6pp |
| Annual return | 32.23% | 19.90%+12.3pp | 27.35%+4.9pp | 28.90%+3.3pp |
| Employer contribution / active EE | $1,355 | $1,537-11.8% | $2,352-42.4% | $2,042-33.6% |
| Participant deferral / active EE | $2,167 | $2,445-11.4% | $3,142-31.0% | $3,169-31.6% |
| Admin fee / account holder | $300 | $384-21.9% | $5,801-94.8% | $479-37.4% |