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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 | $17,092 | $93,589-81.7% | $135,942-87.4% | $75,181-77.3% |
| Participation rate | 68.0% | 75.2%-7.2pp | 81.9%-13.9pp | 67.2%+0.8pp |
| Annual return | 21.90% | 30.90%-9.0pp | 68.28%-46.4pp | 160.69%-138.8pp |
| Employer contribution / active EE | $1,482 | $3,537-58.1% | $4,858-69.5% | $2,671-44.5% |
| Participant deferral / active EE | $2,820 | $6,405-56.0% | $7,759-63.7% | $4,126-31.7% |
| Admin fee / account holder | $408 | $6,977-94.1% | $10,764-96.2% | $5,650-92.8% |