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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 | $13,421 | $65,041-79.4% | $90,965-85.2% | $79,858-83.2% |
| Participation rate | 61.5% | 61.6%-0.1pp | 69.0%-7.5pp | 69.6%-8.1pp |
| Annual return | 29.22% | 30.45%-1.2pp | 134.57%-105.3pp | 31.72%-2.5pp |
| Employer contribution / active EE | $1,038 | $1,247-16.7% | $2,122-51.1% | $2,471-58.0% |
| Participant deferral / active EE | $2,100 | $2,512-16.4% | $3,373-37.7% | $3,740-43.9% |
| Admin fee / account holder | $583 | $4,536-87.2% | $5,960-90.2% | $5,306-89.0% |