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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 | $5,328 | $108,285-95.1% | $77,552-93.1% | $158,982-96.6% |
| Participation rate | 8.3% | 64.4%-56.1pp | 54.2%-45.9pp | 82.0%-73.6pp |
| Annual return | 27.13% | 31.69%-4.6pp | 54.82%-27.7pp | 302.99%-275.9pp |
| Employer contribution / active EE | $206 | $1,325-84.5% | $987-79.2% | $4,763-95.7% |
| Participant deferral / active EE | $402 | $2,455-83.6% | $1,861-78.4% | $5,983-93.3% |
| Admin fee / account holder | $565 | $3,709-84.8% | $2,859-80.3% | $11,252-95.0% |