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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 | $12,511 | $91,179-86.3% | $178,499-93.0% | $79,852-84.3% |
| Participation rate | 68.3% | 69.2%-1.0pp | 81.9%-13.7pp | 69.6%-1.4pp |
| Annual return | 15.80% | 24.19%-8.4pp | 151.10%-135.3pp | 31.72%-15.9pp |
| Employer contribution / active EE | $952 | $3,256-70.7% | $5,011-81.0% | $2,471-61.5% |
| Participant deferral / active EE | $2,240 | $3,236-30.8% | $5,202-56.9% | $3,740-40.1% |
| Admin fee / account holder | $431 | $6,749-93.6% | $13,986-96.9% | $5,306-91.9% |