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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 | $6,855 | $65,575-89.5% | $86,209-92.0% | $75,181-90.9% |
| Participation rate | 52.2% | 60.5%-8.3pp | 69.0%-16.8pp | 67.2%-15.0pp |
| Annual return | 42.09% | 46.07%-4.0pp | 1169.05%-1127.0pp | 160.69%-118.6pp |
| Employer contribution / active EE | $1,258 | $1,553-19.0% | $2,381-47.2% | $2,671-52.9% |
| Participant deferral / active EE | $2,008 | $3,023-33.6% | $3,986-49.6% | $4,126-51.3% |
| Admin fee / account holder | $463 | $5,470-91.5% | $6,853-93.2% | $5,650-91.8% |