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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 | $8,872 | $78,707-88.7% | $117,861-92.5% | $70,126-87.3% |
| Participation rate | 55.9% | 73.2%-17.3pp | 79.7%-23.8pp | 69.5%-13.7pp |
| Annual return | 19.08% | 23.30%-4.2pp | 335.11%-316.0pp | 73.15%-54.1pp |
| Employer contribution / active EE | $664 | $2,223-70.1% | $3,786-82.5% | $2,343-71.7% |
| Participant deferral / active EE | $1,553 | $3,297-52.9% | $4,482-65.4% | $3,332-53.4% |
| Admin fee / account holder | $869 | $5,066-82.8% | $8,021-89.2% | $4,645-81.3% |