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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 | $8,107 | $101,063-92.0% | $81,473-90.0% | $147,586-94.5% |
| Participation rate | 60.0% | 74.5%-14.5pp | 68.0%-8.0pp | 82.8%-22.8pp |
| Annual return | 23.41% | 32.41%-9.0pp | 38.78%-15.4pp | 578.59%-555.2pp |
| Employer contribution / active EE | $494 | $3,206-84.6% | $2,568-80.8% | $4,876-89.9% |
| Participant deferral / active EE | $1,366 | $4,242-67.8% | $3,537-61.4% | $5,439-74.9% |
| Admin fee / account holder | $425 | $5,812-92.7% | $4,561-90.7% | $10,886-96.1% |