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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 | $2,772 | $77,908-96.4% | $149,696-98.1% | $75,173-96.3% |
| Participation rate | 68.6% | 65.6%+3.0pp | 78.8%-10.2pp | 67.2%+1.4pp |
| Annual return | 42.74% | 31.73%+11.0pp | 134.46%-91.7pp | 160.72%-118.0pp |
| Employer contribution / active EE | $840 | $3,138-73.2% | $4,821-82.6% | $2,671-68.5% |
| Participant deferral / active EE | $987 | $3,411-71.1% | $5,682-82.6% | $4,126-76.1% |
| Admin fee / account holder | $345 | $5,950-94.2% | $13,212-97.4% | $5,651-93.9% |