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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 | $6,370 | $54,558-88.3% | $76,002-91.6% | $74,546-91.5% |
| Participation rate | 62.2% | 60.3%+1.9pp | 69.1%-6.9pp | 67.2%-5.0pp |
| Annual return | 13.29% | 31.83%-18.5pp | 360.07%-346.8pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $772 | $1,778-56.6% | $2,688-71.3% | $2,624-70.6% |
| Participant deferral / active EE | $1,160 | $3,065-62.2% | $4,257-72.8% | $4,347-73.3% |
| Admin fee / account holder | $684 | $2,232-69.3% | $6,414-89.3% | $1,944-64.8% |