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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 | $8,228 | $118,708-93.1% | $98,920-91.7% | $158,982-94.8% |
| Participation rate | 40.0% | 77.8%-37.8pp | 76.0%-36.0pp | 82.0%-42.0pp |
| Annual return | 14.40% | 372.49%-358.1pp | 196.47%-182.1pp | 302.99%-288.6pp |
| Employer contribution / active EE | $1,320 | $3,334-60.4% | $2,689-50.9% | $4,763-72.3% |
| Participant deferral / active EE | $1,320 | $5,089-74.1% | $4,245-68.9% | $5,983-77.9% |
| Admin fee / account holder | $5,000 | $10,134-50.7% | $6,643-24.7% | $11,252-55.6% |