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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 | $10,596 | $58,493-81.9% | $84,023-87.4% | $72,976-85.5% |
| Participation rate | 58.5% | 61.2%-2.7pp | 69.0%-10.5pp | 69.5%-11.0pp |
| Annual return | 80.58% | 28.93%+51.7pp | 71.32%+9.3pp | 81.02%-0.4pp |
| Employer contribution / active EE | $383 | $1,163-67.1% | $1,984-80.7% | $2,440-84.3% |
| Participant deferral / active EE | $1,796 | $2,394-25.0% | $3,239-44.5% | $3,608-50.2% |
| Admin fee / account holder | $1,179 | $4,569-74.2% | $6,102-80.7% | $5,124-77.0% |