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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 | $5,528 | $85,169-93.5% | $172,755-96.8% | $72,983-92.4% |
| Participation rate | 46.2% | 70.1%-23.9pp | 82.6%-36.5pp | 69.5%-23.3pp |
| Annual return | 35.21% | 27.32%+7.9pp | 802.94%-767.7pp | 81.01%-45.8pp |
| Employer contribution / active EE | $770 | $3,324-76.8% | $5,144-85.0% | $2,440-68.4% |
| Participant deferral / active EE | $1,082 | $3,260-66.8% | $5,198-79.2% | $3,608-70.0% |
| Admin fee / account holder | $400 | $5,880-93.2% | $13,955-97.1% | $5,124-92.2% |