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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 | $9,718 | $61,816-84.3% | $97,260-90.0% | $80,935-88.0% |
| Participation rate | 39.1% | 63.5%-24.3pp | 72.7%-33.5pp | 67.7%-28.5pp |
| Annual return | 11.40% | -558.73%+570.1pp | 75.54%-64.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $593 | $1,836-67.7% | $2,721-78.2% | $2,757-78.5% |
| Participant deferral / active EE | $1,638 | $3,027-45.9% | $4,262-61.6% | $4,299-61.9% |
| Admin fee / account holder | $682 | $5,166-86.8% | $5,640-87.9% | $6,924-90.1% |