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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 | $9,191 | $85,171-89.2% | $172,752-94.7% | $72,975-87.4% |
| Participation rate | 61.7% | 70.1%-8.4pp | 82.6%-21.0pp | 69.5%-7.8pp |
| Annual return | 31.83% | 27.32%+4.5pp | 802.97%-771.1pp | 81.01%-49.2pp |
| Employer contribution / active EE | $858 | $3,324-74.2% | $5,144-83.3% | $2,440-64.8% |
| Participant deferral / active EE | $1,592 | $3,260-51.2% | $5,198-69.4% | $3,608-55.9% |
| Admin fee / account holder | $571 | $5,880-90.3% | $13,955-95.9% | $5,124-88.9% |