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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 | $7,540 | $108,285-93.0% | $77,552-90.3% | $158,982-95.3% |
| Participation rate | 28.6% | 64.4%-35.9pp | 54.2%-25.6pp | 82.0%-53.4pp |
| Annual return | 17.37% | 31.69%-14.3pp | 54.82%-37.4pp | 302.99%-285.6pp |
| Employer contribution / active EE | $673 | $1,325-49.2% | $987-31.8% | $4,763-85.9% |
| Participant deferral / active EE | $1,001 | $2,455-59.2% | $1,861-46.2% | $5,983-83.3% |
| Admin fee / account holder | $615 | $3,709-83.4% | $2,859-78.5% | $11,252-94.5% |