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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 | $10,825 | $91,167-88.1% | $178,498-93.9% | $79,858-86.4% |
| Participation rate | 44.1% | 69.2%-25.1pp | 81.9%-37.8pp | 69.6%-25.5pp |
| Annual return | 28.34% | 24.19%+4.1pp | 151.09%-122.8pp | 31.72%-3.4pp |
| Employer contribution / active EE | $849 | $3,255-73.9% | $5,011-83.0% | $2,471-65.6% |
| Participant deferral / active EE | $2,027 | $3,236-37.3% | $5,202-61.0% | $3,740-45.8% |
| Admin fee / account holder | $1,065 | $6,747-84.2% | $13,985-92.4% | $5,306-79.9% |