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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 | $27,568 | $87,132-68.4% | $105,624-73.9% | $80,959-65.9% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.7%-1.0pp |
| Annual return | 12.98% | 17.03%-4.1pp | 116.20%-103.2pp | 35.67%-22.7pp |
| Employer contribution / active EE | $822 | $2,397-65.7% | $3,168-74.1% | $2,757-70.2% |
| Participant deferral / active EE | $1,791 | $3,985-55.1% | $5,013-64.3% | $4,300-58.3% |
| Admin fee / account holder | $5,069 | $8,449-40.0% | $10,961-53.8% | $6,925-26.8% |