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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 | $14,450 | $84,236-82.8% | $170,435-91.5% | $70,126-79.4% |
| Participation rate | 69.0% | 70.8%-1.9pp | 83.6%-14.6pp | 69.5%-0.6pp |
| Annual return | 23.70% | 23.06%+0.6pp | 205.94%-182.2pp | 73.15%-49.4pp |
| Employer contribution / active EE | $546 | $3,387-83.9% | $5,432-89.9% | $2,343-76.7% |
| Participant deferral / active EE | $1,205 | $3,086-60.9% | $4,939-75.6% | $3,332-63.8% |
| Admin fee / account holder | $595 | $5,698-89.6% | $13,881-95.7% | $4,645-87.2% |