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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 | $6,635 | $62,166-89.3% | $81,353-91.8% | $74,459-91.1% |
| Participation rate | 50.6% | 64.1%-13.5pp | 69.5%-18.9pp | 67.2%-16.6pp |
| Annual return | 18.13% | 16.50%+1.6pp | 24.82%-6.7pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $573 | $1,881-69.5% | $2,464-76.7% | $2,626-78.2% |
| Participant deferral / active EE | $1,343 | $3,223-58.3% | $3,885-65.4% | $4,350-69.1% |
| Admin fee / account holder | $392 | $1,925-79.6% | $5,766-93.2% | $1,945-79.9% |