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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 | $16,631 | $174,018-90.4% | $136,833-87.8% | $198,609-91.6% |
| Participation rate | 61.5% | 65.1%-3.6pp | 59.0%+2.5pp | 82.4%-20.8pp |
| Annual return | 5.64% | 35.16%-29.5pp | 35.32%-29.7pp | 202.70%-197.1pp |
| Employer contribution / active EE | $497 | $1,571-68.3% | $1,319-62.3% | $5,055-90.2% |
| Participant deferral / active EE | $1,766 | $2,873-38.5% | $2,441-27.7% | $6,977-74.7% |
| Admin fee / account holder | $1,043 | $5,434-80.8% | $4,706-77.8% | $19,030-94.5% |