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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 | $4,217 | $51,604-91.8% | $129,295-96.7% | $80,874-94.8% |
| Participation rate | 66.1% | 57.0%+9.2pp | 69.6%-3.5pp | 67.6%-1.5pp |
| Annual return | 15.03% | 20.76%-5.7pp | 9429.28%-9414.3pp | 35.62%-20.6pp |
| Employer contribution / active EE | $420 | $1,585-73.5% | $4,157-89.9% | $2,756-84.7% |
| Participant deferral / active EE | $1,094 | $2,670-59.0% | $4,169-73.8% | $4,297-74.5% |
| Admin fee / account holder | $313 | $4,310-92.7% | $7,665-95.9% | $6,935-95.5% |