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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 | $5,316 | $106,905-95.0% | $84,020-93.7% | $152,885-96.5% |
| Participation rate | 45.8% | 75.2%-29.4pp | 69.0%-23.2pp | 82.5%-36.6pp |
| Annual return | 71.58% | 105.00%-33.4pp | 71.31%+0.3pp | 345.39%-273.8pp |
| Employer contribution / active EE | $979 | $2,735-64.2% | $1,984-50.6% | $4,763-79.4% |
| Participant deferral / active EE | $1,833 | $4,012-54.3% | $3,239-43.4% | $5,851-68.7% |
| Admin fee / account holder | $486 | $8,287-94.1% | $6,101-92.0% | $11,598-95.8% |