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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 | $9,188 | $53,128-82.7% | $86,582-89.4% | $70,126-86.9% |
| Participation rate | 64.9% | 65.3%-0.4pp | 73.5%-8.7pp | 69.5%-4.7pp |
| Annual return | 19.37% | 27.66%-8.3pp | 965.08%-945.7pp | 73.15%-53.8pp |
| Employer contribution / active EE | $573 | $2,068-72.3% | $2,839-79.8% | $2,343-75.5% |
| Participant deferral / active EE | $1,439 | $2,695-46.6% | $3,609-60.1% | $3,332-56.8% |
| Admin fee / account holder | $462 | $3,584-87.1% | $4,904-90.6% | $4,645-90.1% |