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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 | $7,174 | $81,276-91.2% | $155,574-95.4% | $80,925-91.1% |
| Participation rate | 51.0% | 66.2%-15.2pp | 78.2%-27.2pp | 67.7%-16.6pp |
| Annual return | 58.18% | 33.36%+24.8pp | 64.87%-6.7pp | 35.65%+22.5pp |
| Employer contribution / active EE | $1,315 | $3,103-57.6% | $4,676-71.9% | $2,756-52.3% |
| Participant deferral / active EE | $1,633 | $3,453-52.7% | $5,629-71.0% | $4,299-62.0% |
| Admin fee / account holder | $682 | $7,993-91.5% | $15,914-95.7% | $6,940-90.2% |