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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 | $9,638 | $76,834-87.5% | $108,359-91.1% | $87,485-89.0% |
| Participation rate | 60.0% | 61.7%-1.7pp | 70.1%-10.1pp | 68.9%-8.9pp |
| Annual return | 19.80% | 19.09%+0.7pp | 36.89%-17.1pp | 26.06%-6.3pp |
| Employer contribution / active EE | $920 | $1,556-40.9% | $2,399-61.7% | $2,596-64.6% |
| Participant deferral / active EE | $1,443 | $3,100-53.5% | $4,137-65.1% | $4,274-66.2% |
| Admin fee / account holder | $2,188 | $6,537-66.5% | $9,741-77.5% | $7,775-71.9% |