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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 | $6,535 | $55,889-88.3% | $76,119-91.4% | $80,935-91.9% |
| Participation rate | 66.0% | 62.1%+3.9pp | 69.1%-3.1pp | 67.7%-1.7pp |
| Annual return | 22.21% | 20.58%+1.6pp | 361.25%-339.0pp | 35.66%-13.4pp |
| Employer contribution / active EE | $671 | $1,866-64.0% | $2,693-75.1% | $2,757-75.6% |
| Participant deferral / active EE | $1,680 | $3,051-44.9% | $4,259-60.6% | $4,299-60.9% |
| Admin fee / account holder | $1,184 | $5,241-77.4% | $6,421-81.6% | $6,924-82.9% |