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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 | $13,371 | $84,236-84.1% | $170,435-92.2% | $70,126-80.9% |
| Participation rate | 35.4% | 70.8%-35.4pp | 83.6%-48.2pp | 69.5%-34.1pp |
| Annual return | 18.58% | 23.06%-4.5pp | 205.94%-187.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $598 | $3,387-82.3% | $5,432-89.0% | $2,343-74.5% |
| Participant deferral / active EE | $989 | $3,086-68.0% | $4,939-80.0% | $3,332-70.3% |
| Admin fee / account holder | $382 | $5,698-93.3% | $13,881-97.2% | $4,645-91.8% |