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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 | $6,557 | $50,637-87.1% | $86,582-92.4% | $62,293-89.5% |
| Participation rate | 56.0% | 67.9%-11.9pp | 73.5%-17.6pp | 69.5%-13.6pp |
| Annual return | 23.58% | 20.80%+2.8pp | 965.08%-941.5pp | 28.90%-5.3pp |
| Employer contribution / active EE | $712 | $2,075-65.7% | $2,839-74.9% | $2,042-65.2% |
| Participant deferral / active EE | $1,158 | $2,611-55.6% | $3,609-67.9% | $3,169-63.5% |
| Admin fee / account holder | $358 | $413-13.4% | $4,904-92.7% | $479-25.3% |