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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 | $9,506 | $208,088-95.4% | $186,193-94.9% | $154,746-93.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 17.12% | 89.97%-72.9pp | 78.03%-60.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $536 | $4,340-87.7% | $3,918-86.3% | $4,379-87.8% |
| Participant deferral / active EE | $2,736 | $7,078-61.3% | $6,513-58.0% | $6,730-59.3% |
| Admin fee / account holder | $1,212 | $11,698-89.6% | $11,058-89.0% | $14,365-91.6% |