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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 | $7,922 | $77,908-89.8% | $149,696-94.7% | $75,173-89.5% |
| Participation rate | 65.1% | 65.6%-0.5pp | 78.8%-13.7pp | 67.2%-2.1pp |
| Annual return | 26.75% | 31.73%-5.0pp | 134.46%-107.7pp | 160.72%-134.0pp |
| Employer contribution / active EE | $911 | $3,138-71.0% | $4,821-81.1% | $2,671-65.9% |
| Participant deferral / active EE | $2,134 | $3,411-37.4% | $5,682-62.4% | $4,126-48.3% |
| Admin fee / account holder | $399 | $5,950-93.3% | $13,212-97.0% | $5,651-92.9% |