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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 | $13,341 | $91,179-85.4% | $178,499-92.5% | $79,852-83.3% |
| Participation rate | 69.4% | 69.2%+0.2pp | 81.9%-12.5pp | 69.6%-0.2pp |
| Annual return | 22.89% | 24.19%-1.3pp | 151.10%-128.2pp | 31.72%-8.8pp |
| Employer contribution / active EE | $780 | $3,256-76.0% | $5,011-84.4% | $2,471-68.4% |
| Participant deferral / active EE | $2,444 | $3,236-24.5% | $5,202-53.0% | $3,740-34.7% |
| Admin fee / account holder | $616 | $6,749-90.9% | $13,986-95.6% | $5,306-88.4% |