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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 | $14,007 | $65,961-78.8% | $180,320-92.2% | $94,015-85.1% |
| Participation rate | 57.8% | 61.3%-3.5pp | 71.5%-13.7pp | 70.8%-13.0pp |
| Annual return | 22.07% | 14.27%+7.8pp | 778.54%-756.5pp | 17.84%+4.2pp |
| Employer contribution / active EE | $762 | $1,737-56.2% | $4,108-81.5% | $2,790-72.7% |
| Participant deferral / active EE | $1,294 | $3,003-56.9% | $4,304-69.9% | $4,249-69.5% |
| Admin fee / account holder | $699 | $4,901-85.7% | $10,000-93.0% | $8,951-92.2% |