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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 | $9,989 | $83,369-88.0% | $105,223-90.5% | $67,986-85.3% |
| Participation rate | 36.8% | 56.3%-19.5pp | 75.0%-38.3pp | 57.2%-20.5pp |
| Annual return | 30.29% | 24.64%+5.7pp | 180.65%-150.4pp | 31.67%-1.4pp |
| Employer contribution / active EE | $664 | $2,541-73.9% | $3,689-82.0% | $2,019-67.1% |
| Participant deferral / active EE | $1,958 | $3,295-40.6% | $5,072-61.4% | $3,358-41.7% |
| Admin fee / account holder | $2,137 | $4,073-47.5% | $8,859-75.9% | $3,203-33.3% |