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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 | $111,785-91.1% | $93,669-89.3% | $145,877-93.1% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.7pp |
| Annual return | 12.05% | 203.79%-191.7pp | 133.59%-121.5pp | 551.28%-539.2pp |
| Employer contribution / active EE | $927 | $3,096-70.1% | $2,424-61.8% | $4,663-80.1% |
| Participant deferral / active EE | $3,257 | $4,919-33.8% | $4,416-26.2% | $6,691-51.3% |
| Admin fee / account holder | $687 | $10,256-93.3% | $8,291-91.7% | $13,402-94.9% |