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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 | $7,507 | $85,171-91.2% | $172,753-95.7% | $72,976-89.7% |
| Participation rate | 47.1% | 70.1%-22.9pp | 82.6%-35.5pp | 69.5%-22.3pp |
| Annual return | 25.31% | 27.32%-2.0pp | 803.00%-777.7pp | 81.02%-55.7pp |
| Employer contribution / active EE | $444 | $3,324-86.6% | $5,144-91.4% | $2,440-81.8% |
| Participant deferral / active EE | $1,195 | $3,260-63.4% | $5,198-77.0% | $3,608-66.9% |
| Admin fee / account holder | $800 | $5,880-86.4% | $13,956-94.3% | $5,124-84.4% |