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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 | $6,445 | $84,236-92.3% | $170,435-96.2% | $70,126-90.8% |
| Participation rate | 47.7% | 70.8%-23.1pp | 83.6%-35.9pp | 69.5%-21.8pp |
| Annual return | 31.85% | 23.06%+8.8pp | 205.94%-174.1pp | 73.15%-41.3pp |
| Employer contribution / active EE | $469 | $3,387-86.2% | $5,432-91.4% | $2,343-80.0% |
| Participant deferral / active EE | $1,939 | $3,086-37.2% | $4,939-60.7% | $3,332-41.8% |
| Admin fee / account holder | $788 | $5,698-86.2% | $13,881-94.3% | $4,645-83.0% |