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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 | $9,642 | $65,041-85.2% | $90,965-89.4% | $79,858-87.9% |
| Participation rate | 58.1% | 61.6%-3.5pp | 69.0%-10.9pp | 69.6%-11.6pp |
| Annual return | 78.96% | 30.45%+48.5pp | 134.57%-55.6pp | 31.72%+47.2pp |
| Employer contribution / active EE | $1,287 | $1,247+3.2% | $2,122-39.4% | $2,471-47.9% |
| Participant deferral / active EE | $3,162 | $2,512+25.9% | $3,373-6.3% | $3,740-15.5% |
| Admin fee / account holder | $739 | $4,536-83.7% | $5,960-87.6% | $5,306-86.1% |