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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 | $8,510 | $78,672-89.2% | $109,163-92.2% | $85,856-90.1% |
| Participation rate | 40.0% | 68.3%-28.3pp | 75.9%-35.9pp | 69.3%-29.3pp |
| Annual return | 21.67% | 25.09%-3.4pp | 25.75%-4.1pp | 318.58%-296.9pp |
| Employer contribution / active EE | $880 | $2,734-67.8% | $3,723-76.3% | $2,565-65.7% |
| Participant deferral / active EE | $1,714 | $3,467-50.6% | $4,654-63.2% | $3,952-56.6% |
| Admin fee / account holder | $402 | $5,470-92.7% | $6,754-94.1% | $6,261-93.6% |