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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 | $9,027 | $85,171-89.4% | $172,752-94.8% | $72,975-87.6% |
| Participation rate | 51.0% | 70.1%-19.0pp | 82.6%-31.6pp | 69.5%-18.5pp |
| Annual return | 17.36% | 27.32%-10.0pp | 802.97%-785.6pp | 81.01%-63.7pp |
| Employer contribution / active EE | $541 | $3,324-83.7% | $5,144-89.5% | $2,440-77.8% |
| Participant deferral / active EE | $1,089 | $3,260-66.6% | $5,198-79.0% | $3,608-69.8% |
| Admin fee / account holder | $1,027 | $5,880-82.5% | $13,955-92.6% | $5,124-80.0% |