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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 | $9,293 | $91,167-89.8% | $178,498-94.8% | $79,858-88.4% |
| Participation rate | 57.1% | 69.2%-12.1pp | 81.9%-24.8pp | 69.6%-12.5pp |
| Annual return | 34.64% | 24.19%+10.5pp | 151.09%-116.5pp | 31.72%+2.9pp |
| Employer contribution / active EE | $1,328 | $3,255-59.2% | $5,011-73.5% | $2,471-46.3% |
| Participant deferral / active EE | $1,723 | $3,236-46.8% | $5,202-66.9% | $3,740-53.9% |
| Admin fee / account holder | $475 | $6,747-93.0% | $13,985-96.6% | $5,306-91.0% |