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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 | $7,390 | $99,652-92.6% | $78,778-90.6% | $147,586-95.0% |
| Participation rate | 52.4% | 76.2%-23.9pp | 69.2%-16.8pp | 82.8%-30.4pp |
| Annual return | 24.61% | 47.28%-22.7pp | 35.62%-11.0pp | 578.59%-554.0pp |
| Employer contribution / active EE | $358 | $2,796-87.2% | $1,986-81.9% | $4,876-92.6% |
| Participant deferral / active EE | $1,081 | $3,664-70.5% | $2,958-63.4% | $5,439-80.1% |
| Admin fee / account holder | $461 | $7,155-93.6% | $5,134-91.0% | $10,886-95.8% |