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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 | $8,121 | $41,150-80.3% | $80,627-89.9% | $71,511-88.6% |
| Participation rate | 33.7% | 50.3%-16.6pp | 67.0%-33.3pp | 67.9%-34.2pp |
| Annual return | 58.39% | 38.48%+19.9pp | 936.76%-878.4pp | 28.86%+29.5pp |
| Employer contribution / active EE | $570 | $1,515-62.4% | $2,723-79.0% | $2,589-78.0% |
| Participant deferral / active EE | $1,061 | $2,701-60.7% | $4,443-76.1% | $4,291-75.3% |
| Admin fee / account holder | $1,159 | $1,841-37.1% | $5,381-78.5% | $1,588-27.1% |