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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 | $7,271 | $63,346-88.5% | $92,240-92.1% | $70,126-89.6% |
| Participation rate | 53.1% | 68.7%-15.6pp | 76.5%-23.4pp | 69.5%-16.5pp |
| Annual return | 27.09% | 530.19%-503.1pp | 176.29%-149.2pp | 73.15%-46.1pp |
| Employer contribution / active EE | $541 | $2,471-78.1% | $3,680-85.3% | $2,343-76.9% |
| Participant deferral / active EE | $1,924 | $2,854-32.6% | $3,897-50.6% | $3,332-42.3% |
| Admin fee / account holder | $326 | $3,841-91.5% | $5,194-93.7% | $4,645-93.0% |