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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 | $9,995 | $48,078-79.2% | $78,676-87.3% | $62,881-84.1% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.6%-6.9pp | 69.3%-2.6pp |
| Annual return | 179.02% | 31.36%+147.7pp | 62.19%+116.8pp | 20.14%+158.9pp |
| Employer contribution / active EE | $385 | $2,015-80.9% | $2,850-86.5% | $2,281-83.1% |
| Participant deferral / active EE | $1,715 | $2,587-33.7% | $3,517-51.2% | $3,203-46.5% |
| Admin fee / account holder | $860 | $3,206-73.2% | $4,510-80.9% | $4,296-80.0% |