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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 | $8,837 | $85,171-89.6% | $172,752-94.9% | $72,975-87.9% |
| Participation rate | 67.0% | 70.1%-3.1pp | 82.6%-15.6pp | 69.5%-2.5pp |
| Annual return | 29.36% | 27.32%+2.0pp | 802.97%-773.6pp | 81.01%-51.7pp |
| Employer contribution / active EE | $1,211 | $3,324-63.6% | $5,144-76.5% | $2,440-50.4% |
| Participant deferral / active EE | $2,066 | $3,260-36.6% | $5,198-60.3% | $3,608-42.7% |
| Admin fee / account holder | $318 | $5,880-94.6% | $13,955-97.7% | $5,124-93.8% |