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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 | $7,564 | $84,236-91.0% | $170,435-95.6% | $70,126-89.2% |
| Participation rate | 41.2% | 70.8%-29.7pp | 83.6%-42.4pp | 69.5%-28.4pp |
| Annual return | 33.80% | 23.06%+10.7pp | 205.94%-172.1pp | 73.15%-39.3pp |
| Employer contribution / active EE | $880 | $3,387-74.0% | $5,432-83.8% | $2,343-62.4% |
| Participant deferral / active EE | $1,157 | $3,086-62.5% | $4,939-76.6% | $3,332-65.3% |
| Admin fee / account holder | $443 | $5,698-92.2% | $13,881-96.8% | $4,645-90.5% |