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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 | $9,316 | $84,236-88.9% | $170,435-94.5% | $70,126-86.7% |
| Participation rate | 55.2% | 70.8%-15.7pp | 83.6%-28.4pp | 69.5%-14.4pp |
| Annual return | 21.09% | 23.06%-2.0pp | 205.94%-184.9pp | 73.15%-52.1pp |
| Employer contribution / active EE | $566 | $3,387-83.3% | $5,432-89.6% | $2,343-75.9% |
| Participant deferral / active EE | $1,485 | $3,086-51.9% | $4,939-69.9% | $3,332-55.4% |
| Admin fee / account holder | $753 | $5,698-86.8% | $13,881-94.6% | $4,645-83.8% |