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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 | $7,271 | $84,236-91.4% | $170,435-95.7% | $70,126-89.6% |
| Participation rate | 52.9% | 70.8%-17.9pp | 83.6%-30.7pp | 69.5%-16.6pp |
| Annual return | 19.11% | 23.06%-4.0pp | 205.94%-186.8pp | 73.15%-54.0pp |
| Employer contribution / active EE | $537 | $3,387-84.2% | $5,432-90.1% | $2,343-77.1% |
| Participant deferral / active EE | $1,236 | $3,086-59.9% | $4,939-75.0% | $3,332-62.9% |
| Admin fee / account holder | $1,487 | $5,698-73.9% | $13,881-89.3% | $4,645-68.0% |