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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 | $54,674-88.3% | $76,089-91.6% | $74,429-91.4% |
| Participation rate | 62.2% | 60.3%+1.9pp | 69.1%-6.9pp | 67.2%-5.0pp |
| Annual return | 13.29% | 31.89%-18.6pp | 360.94%-347.7pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $772 | $1,781-56.7% | $2,690-71.3% | $2,625-70.6% |
| Participant deferral / active EE | $1,160 | $3,071-62.2% | $4,259-72.8% | $4,348-73.3% |
| Admin fee / account holder | $684 | $2,238-69.4% | $6,418-89.3% | $1,944-64.8% |