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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 | $9,886 | $70,430-86.0% | $96,572-89.8% | $85,851-88.5% |
| Participation rate | 48.5% | 61.8%-13.3pp | 69.8%-21.3pp | 69.3%-20.8pp |
| Annual return | 14.75% | 18.58%-3.8pp | 37.79%-23.0pp | 318.63%-303.9pp |
| Employer contribution / active EE | $552 | $1,413-60.9% | $2,357-76.6% | $2,565-78.5% |
| Participant deferral / active EE | $1,878 | $2,894-35.1% | $3,850-51.2% | $3,952-52.5% |
| Admin fee / account holder | $1,464 | $4,996-70.7% | $6,183-76.3% | $6,261-76.6% |