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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 | $7,490 | $56,423-86.7% | $77,183-90.3% | $71,495-89.5% |
| Participation rate | 59.6% | 64.3%-4.7pp | 69.6%-9.9pp | 67.9%-8.3pp |
| Annual return | 21.61% | 19.05%+2.6pp | 37.89%-16.3pp | 28.85%-7.2pp |
| Employer contribution / active EE | $1,079 | $1,866-42.2% | $2,534-57.4% | $2,589-58.3% |
| Participant deferral / active EE | $1,566 | $3,142-50.2% | $3,833-59.1% | $4,291-63.5% |
| Admin fee / account holder | $599 | $1,429-58.1% | $5,475-89.1% | $1,588-62.3% |