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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 | $5,598 | $58,275-90.4% | $81,844-93.2% | $80,935-93.1% |
| Participation rate | 69.8% | 63.5%+6.3pp | 72.4%-2.6pp | 67.7%+2.1pp |
| Annual return | 11.98% | 41.82%-29.8pp | 778.87%-766.9pp | 35.66%-23.7pp |
| Employer contribution / active EE | $679 | $2,346-71.1% | $2,916-76.7% | $2,757-75.4% |
| Participant deferral / active EE | $1,745 | $3,285-46.9% | $4,323-59.6% | $4,299-59.4% |
| Admin fee / account holder | $487 | $4,749-89.8% | $7,355-93.4% | $6,924-93.0% |