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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 | $8,832 | $49,177-82.0% | $79,466-88.9% | $64,173-86.2% |
| Participation rate | 64.3% | 65.0%-0.7pp | 73.3%-9.1pp | 69.6%-5.3pp |
| Annual return | 39.25% | -1.16%+40.4pp | 718.28%-679.0pp | 7.63%+31.6pp |
| Employer contribution / active EE | $910 | $2,076-56.2% | $2,800-67.5% | $2,381-61.8% |
| Participant deferral / active EE | $1,701 | $2,821-39.7% | $3,704-54.1% | $3,470-51.0% |
| Admin fee / account holder | $901 | $3,839-76.5% | $5,104-82.3% | $4,887-81.6% |