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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 | $6,734 | $43,075-84.4% | $74,577-91.0% | $62,881-89.3% |
| Participation rate | 65.2% | 58.1%+7.2pp | 68.1%-2.9pp | 69.3%-4.1pp |
| Annual return | 69.15% | 17.50%+51.7pp | 20.47%+48.7pp | 20.14%+49.0pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,491 | $2,389-37.6% | $3,458-56.9% | $3,203-53.5% |
| Admin fee / account holder | $680 | $2,840-76.1% | $4,138-83.6% | $4,296-84.2% |