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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 | $34,305 | $110,594-69.0% | $119,126-71.2% | - |
| Participation rate | 44.4% | 55.8%-11.4pp | 75.8%-31.3pp | - |
| Annual return | 19.91% | 13.60%+6.3pp | 282.11%-262.2pp | - |
| Employer contribution / active EE | $1,328 | $1,521-12.7% | $4,034-67.1% | - |
| Participant deferral / active EE | $3,328 | $4,274-22.1% | $5,318-37.4% | - |
| Admin fee / account holder | $691 | $7,930-91.3% | $10,693-93.5% | - |