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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 | $7,100 | $69,518-89.8% | $59,887-88.1% | $135,379-94.8% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.7%-37.2pp | 82.6%-45.1pp |
| Annual return | 47.55% | 7.95%+39.6pp | 3.46%+44.1pp | 519.79%-472.2pp |
| Employer contribution / active EE | $1,186 | $3,235-63.3% | $2,722-56.4% | $4,779-75.2% |
| Participant deferral / active EE | $1,517 | $4,204-63.9% | $3,402-55.4% | $5,609-72.9% |
| Admin fee / account holder | $892 | $5,734-84.4% | $3,591-75.2% | $10,828-91.8% |