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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 | $13,210 | $93,345-85.8% | $119,126-88.9% | $87,485-84.9% |
| Participation rate | 69.2% | 68.7%+0.5pp | 75.8%-6.5pp | 68.9%+0.3pp |
| Annual return | 21.59% | 19.08%+2.5pp | 282.11%-260.5pp | 26.06%-4.5pp |
| Employer contribution / active EE | $910 | $3,172-71.3% | $4,034-77.4% | $2,596-64.9% |
| Participant deferral / active EE | $2,460 | $4,099-40.0% | $5,318-53.7% | $4,274-42.4% |
| Admin fee / account holder | $1,978 | $8,039-75.4% | $10,693-81.5% | $7,775-74.6% |