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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 | $15,068 | $69,590-78.3% | $136,867-89.0% | $94,015-84.0% |
| Participation rate | 64.7% | 66.3%-1.6pp | 74.5%-9.8pp | 70.8%-6.1pp |
| Annual return | 16.75% | 19.62%-2.9pp | 42.97%-26.2pp | 17.84%-1.1pp |
| Employer contribution / active EE | $462 | $2,396-80.7% | $3,547-87.0% | $2,790-83.4% |
| Participant deferral / active EE | $2,646 | $3,437-23.0% | $4,924-46.3% | $4,249-37.7% |
| Admin fee / account holder | $1,133 | $8,912-87.3% | $10,340-89.0% | $8,951-87.3% |