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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 | $8,334 | $43,075-80.7% | $74,577-88.8% | $62,881-86.7% |
| Participation rate | 66.7% | 58.1%+8.6pp | 68.1%-1.4pp | 69.3%-2.6pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,198 | $1,498+46.8% | $2,525-12.9% | $2,281-3.6% |
| Participant deferral / active EE | $4,889 | $2,389+104.6% | $3,458+41.4% | $3,203+52.6% |
| Admin fee / account holder | $312 | $2,840-89.0% | $4,138-92.5% | $4,296-92.7% |