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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 | $7,566 | $95,406-92.1% | $185,849-95.9% | $85,847-91.2% |
| Participation rate | 55.6% | 68.8%-13.2pp | 81.7%-26.2pp | 69.3%-13.8pp |
| Annual return | 33.27% | 23.59%+9.7pp | 122.10%-88.8pp | 318.61%-285.3pp |
| Employer contribution / active EE | $761 | $3,314-77.0% | $5,169-85.3% | $2,565-70.3% |
| Participant deferral / active EE | $1,269 | $3,424-62.9% | $5,569-77.2% | $3,952-67.9% |
| Admin fee / account holder | $491 | $7,214-93.2% | $16,244-97.0% | $6,261-92.2% |