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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 | $9,891 | $46,722-78.8% | $130,660-92.4% | $65,185-84.8% |
| Participation rate | 31.7% | 60.9%-29.3pp | 71.7%-40.1pp | 70.2%-38.5pp |
| Annual return | 25.86% | 24.17%+1.7pp | 1709.29%-1683.4pp | 29.38%-3.5pp |
| Employer contribution / active EE | $384 | $1,488-74.2% | $4,092-90.6% | $2,177-82.4% |
| Participant deferral / active EE | $1,136 | $2,545-55.3% | $3,603-68.5% | $3,514-67.7% |
| Admin fee / account holder | $1,295 | $453+186.0% | $5,463-76.3% | $847+52.9% |