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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 | $5,597 | $58,258-90.4% | $81,820-93.2% | $80,925-93.1% |
| Participation rate | 63.3% | 63.5%-0.1pp | 72.4%-9.1pp | 67.7%-4.3pp |
| Annual return | 12.06% | 41.76%-29.7pp | 777.93%-765.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $606 | $2,345-74.2% | $2,915-79.2% | $2,756-78.0% |
| Participant deferral / active EE | $832 | $3,284-74.7% | $4,323-80.8% | $4,299-80.7% |
| Admin fee / account holder | $504 | $4,976-89.9% | $7,391-93.2% | $6,940-92.7% |