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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 | $7,474 | $85,171-91.2% | $172,752-95.7% | $72,975-89.8% |
| Participation rate | 61.5% | 70.1%-8.5pp | 82.6%-21.1pp | 69.5%-8.0pp |
| Annual return | 18.22% | 27.32%-9.1pp | 802.97%-784.8pp | 81.01%-62.8pp |
| Employer contribution / active EE | $577 | $3,324-82.6% | $5,144-88.8% | $2,440-76.3% |
| Participant deferral / active EE | $1,334 | $3,260-59.1% | $5,198-74.3% | $3,608-63.0% |
| Admin fee / account holder | $369 | $5,880-93.7% | $13,955-97.4% | $5,124-92.8% |