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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 | $9,795 | $58,523-83.3% | $99,475-90.2% | $72,975-86.6% |
| Participation rate | 65.4% | 64.6%+0.8pp | 73.8%-8.4pp | 69.5%-4.1pp |
| Annual return | 57.59% | 28.51%+29.1pp | 30.72%+26.9pp | 81.01%-23.4pp |
| Employer contribution / active EE | $1,451 | $1,512-4.1% | $2,540-42.9% | $2,440-40.6% |
| Participant deferral / active EE | $2,656 | $2,606+1.9% | $3,619-26.6% | $3,608-26.4% |
| Admin fee / account holder | $526 | $4,102-87.2% | $6,252-91.6% | $5,124-89.7% |