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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 | $2,740 | $49,897-94.5% | $80,648-96.6% | $75,177-96.4% |
| Participation rate | 60.0% | 55.3%+4.7pp | 67.0%-7.0pp | 67.2%-7.2pp |
| Annual return | 38.20% | 34.68%+3.5pp | 937.21%-899.0pp | 160.75%-122.6pp |
| Employer contribution / active EE | $599 | $1,699-64.7% | $2,724-78.0% | $2,671-77.6% |
| Participant deferral / active EE | $766 | $2,992-74.4% | $4,443-82.8% | $4,126-81.4% |
| Admin fee / account holder | $311 | $3,579-91.3% | $5,382-94.2% | $5,651-94.5% |