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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 | $16,593 | $52,836-68.6% | $105,738-84.3% | $64,173-74.1% |
| Participation rate | 66.7% | 66.5%+0.1pp | 76.3%-9.7pp | 69.6%-2.9pp |
| Annual return | -1.81% | 14.30%-16.1pp | 6.27%-8.1pp | 7.63%-9.4pp |
| Employer contribution / active EE | $1,832 | $1,827+0.3% | $3,268-43.9% | $2,381-23.0% |
| Participant deferral / active EE | $2,018 | $2,545-20.7% | $4,080-50.5% | $3,470-41.9% |
| Admin fee / account holder | $1,126 | $3,959-71.5% | $6,913-83.7% | $4,887-77.0% |