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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 | $6,644 | $48,050-86.2% | $96,754-93.1% | $64,340-89.7% |
| Participation rate | 65.3% | 40.6%+24.7pp | 70.3%-5.0pp | 55.2%+10.1pp |
| Annual return | 20.07% | 23.41%-3.3pp | 82.04%-62.0pp | 24.14%-4.1pp |
| Employer contribution / active EE | $369 | $1,204-69.4% | $2,679-86.2% | $1,862-80.2% |
| Participant deferral / active EE | $1,591 | $2,191-27.4% | $4,758-66.6% | $2,980-46.6% |
| Admin fee / account holder | $957 | $3,741-74.4% | $8,905-89.2% | $3,703-74.1% |