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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 | $25,366 | $97,648-74.0% | $121,663-79.2% | $87,485-71.0% |
| Participation rate | 55.6% | 70.5%-14.9pp | 74.5%-18.9pp | 68.9%-13.4pp |
| Annual return | 20.16% | 18.03%+2.1pp | 147.54%-127.4pp | 26.06%-5.9pp |
| Employer contribution / active EE | $865 | $2,300-62.4% | $3,020-71.4% | $2,596-66.7% |
| Participant deferral / active EE | $5,592 | $3,923+42.5% | $4,887+14.4% | $4,274+30.8% |
| Admin fee / account holder | $7,454 | $11,100-32.8% | $14,289-47.8% | $7,775-4.1% |