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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 | $6,878 | $72,492-90.5% | $87,104-92.1% | $72,975-90.6% |
| Participation rate | 56.3% | 72.8%-16.5pp | 76.9%-20.5pp | 69.5%-13.2pp |
| Annual return | 26.97% | 24.46%+2.5pp | 28.19%-1.2pp | 81.01%-54.0pp |
| Employer contribution / active EE | $603 | $1,894-68.2% | $2,521-76.1% | $2,440-75.3% |
| Participant deferral / active EE | $1,654 | $3,270-49.4% | $4,048-59.1% | $3,608-54.1% |
| Admin fee / account holder | $636 | $5,055-87.4% | $7,491-91.5% | $5,124-87.6% |