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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 | $6,602 | $81,358-91.9% | $155,556-95.8% | $80,959-91.8% |
| Participation rate | 59.3% | 66.3%-7.0pp | 78.2%-19.0pp | 67.7%-8.4pp |
| Annual return | 14.02% | 33.39%-19.4pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $553 | $3,106-82.2% | $4,675-88.2% | $2,757-79.9% |
| Participant deferral / active EE | $2,913 | $3,455-15.7% | $5,631-48.3% | $4,300-32.3% |
| Admin fee / account holder | $2,128 | $7,994-73.4% | $15,885-86.6% | $6,925-69.3% |