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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 | $1,757 | $25,014-93.0% | $69,632-97.5% | $80,959-97.8% |
| Participation rate | 68.2% | 64.2%+4.0pp | 66.4%+1.8pp | 67.7%+0.6pp |
| Annual return | 22.19% | 19.08%+3.1pp | 101.32%-79.1pp | 35.67%-13.5pp |
| Employer contribution / active EE | $476 | $991-52.0% | $1,708-72.1% | $2,757-82.7% |
| Participant deferral / active EE | $1,064 | $1,840-42.2% | $2,889-63.2% | $4,300-75.3% |
| Admin fee / account holder | $835 | $2,491-66.5% | $4,695-82.2% | $6,925-87.9% |