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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 | $14,455 | $84,236-82.8% | $170,435-91.5% | $70,126-79.4% |
| Participation rate | 46.9% | 70.8%-24.0pp | 83.6%-36.7pp | 69.5%-22.7pp |
| Annual return | 24.27% | 23.06%+1.2pp | 205.94%-181.7pp | 73.15%-48.9pp |
| Employer contribution / active EE | $737 | $3,387-78.2% | $5,432-86.4% | $2,343-68.5% |
| Participant deferral / active EE | $1,272 | $3,086-58.8% | $4,939-74.3% | $3,332-61.8% |
| Admin fee / account holder | $2,371 | $5,698-58.4% | $13,881-82.9% | $4,645-49.0% |