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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 | $12,203 | $71,230-82.9% | $93,727-87.0% | $80,959-84.9% |
| Participation rate | 62.9% | 60.4%+2.5pp | 68.7%-5.9pp | 67.7%-4.8pp |
| Annual return | 52.91% | 11.26%+41.7pp | 133.83%-80.9pp | 35.67%+17.2pp |
| Employer contribution / active EE | $1,207 | $1,565-22.9% | $2,421-50.1% | $2,757-56.2% |
| Participant deferral / active EE | $1,608 | $4,037-60.2% | $4,417-63.6% | $4,300-62.6% |
| Admin fee / account holder | $303 | $6,961-95.6% | $8,292-96.3% | $6,925-95.6% |