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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 | $17,542 | $208,526-91.6% | $96,515-81.8% | - |
| Participation rate | 37.4% | 66.0%-28.6pp | 74.3%-37.0pp | - |
| Annual return | 53.96% | 18.23%+35.7pp | 35.73%+18.2pp | - |
| Employer contribution / active EE | $1,386 | $2,182-36.5% | $3,740-62.9% | - |
| Participant deferral / active EE | $2,062 | $4,056-49.2% | $4,880-57.7% | - |
| Admin fee / account holder | $1,565 | $13,060-88.0% | $6,735-76.8% | - |