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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 | $9,107 | $84,236-89.2% | $170,435-94.7% | $70,126-87.0% |
| Participation rate | 63.8% | 70.8%-7.0pp | 83.6%-19.8pp | 69.5%-5.7pp |
| Annual return | 23.98% | 23.06%+0.9pp | 205.94%-182.0pp | 73.15%-49.2pp |
| Employer contribution / active EE | $2,538 | $3,387-25.1% | $5,432-53.3% | $2,343+8.3% |
| Participant deferral / active EE | $1,854 | $3,086-39.9% | $4,939-62.5% | $3,332-44.4% |
| Admin fee / account holder | $1,276 | $5,698-77.6% | $13,881-90.8% | $4,645-72.5% |