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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 | $5,070 | $48,053-89.4% | $84,623-94.0% | $72,983-93.1% |
| Participation rate | 59.7% | 57.6%+2.1pp | 68.2%-8.5pp | 69.5%-9.8pp |
| Annual return | 24.44% | 37.39%-12.9pp | 258.77%-234.3pp | 81.01%-56.6pp |
| Employer contribution / active EE | $429 | $1,602-73.2% | $2,652-83.8% | $2,440-82.4% |
| Participant deferral / active EE | $1,126 | $2,681-58.0% | $3,899-71.1% | $3,608-68.8% |
| Admin fee / account holder | $2,394 | $3,395-29.5% | $4,913-51.3% | $5,124-53.3% |