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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 | $7,740 | $103,038-92.5% | $90,324-91.4% | $152,909-94.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 200.65% | 95.25%+105.4pp | 78.15%+122.5pp | 345.46%-144.8pp |
| Employer contribution / active EE | $991 | $3,141-68.4% | $2,856-65.3% | $4,764-79.2% |
| Participant deferral / active EE | $3,986 | $4,282-6.9% | $3,885+2.6% | $5,851-31.9% |
| Admin fee / account holder | $2,118 | $6,177-65.7% | $5,356-60.5% | $11,601-81.7% |