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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 | $6,893 | $91,179-92.4% | $178,499-96.1% | $79,852-91.4% |
| Participation rate | 43.6% | 69.2%-25.6pp | 81.9%-38.3pp | 69.6%-26.0pp |
| Annual return | 22.08% | 24.19%-2.1pp | 151.10%-129.0pp | 31.72%-9.6pp |
| Employer contribution / active EE | $760 | $3,256-76.6% | $5,011-84.8% | $2,471-69.2% |
| Participant deferral / active EE | $950 | $3,236-70.7% | $5,202-81.7% | $3,740-74.6% |
| Admin fee / account holder | $950 | $6,749-85.9% | $13,986-93.2% | $5,306-82.1% |