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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 | $11,418 | $63,346-82.0% | $92,240-87.6% | $70,126-83.7% |
| Participation rate | 67.2% | 68.7%-1.5pp | 76.5%-9.3pp | 69.5%-2.3pp |
| Annual return | 26.77% | 530.19%-503.4pp | 176.29%-149.5pp | 73.15%-46.4pp |
| Employer contribution / active EE | $840 | $2,471-66.0% | $3,680-77.2% | $2,343-64.1% |
| Participant deferral / active EE | $2,759 | $2,854-3.3% | $3,897-29.2% | $3,332-17.2% |
| Admin fee / account holder | $536 | $3,841-86.1% | $5,194-89.7% | $4,645-88.5% |