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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 | $2,229 | $45,126-95.1% | $85,187-97.4% | $74,459-97.0% |
| Participation rate | 67.6% | 49.4%+18.2pp | 67.5%+0.1pp | 67.2%+0.4pp |
| Annual return | 25.31% | 26.30%-1.0pp | 66.67%-41.4pp | 1369.70%-1344.4pp |
| Employer contribution / active EE | $391 | $1,460-73.2% | $2,732-85.7% | $2,626-85.1% |
| Participant deferral / active EE | $1,106 | $2,738-59.6% | $4,525-75.6% | $4,350-74.6% |
| Admin fee / account holder | $507 | $2,212-77.1% | $6,162-91.8% | $1,945-73.9% |