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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 | $10,939 | $65,555-83.3% | $86,216-87.3% | $75,173-85.4% |
| Participation rate | 58.5% | 60.5%-1.9pp | 69.0%-10.4pp | 67.2%-8.7pp |
| Annual return | 21.14% | 46.07%-24.9pp | 1169.42%-1148.3pp | 160.72%-139.6pp |
| Employer contribution / active EE | $656 | $1,553-57.8% | $2,382-72.5% | $2,671-75.5% |
| Participant deferral / active EE | $2,184 | $3,023-27.8% | $3,986-45.2% | $4,126-47.1% |
| Admin fee / account holder | $533 | $5,469-90.2% | $6,853-92.2% | $5,651-90.6% |