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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 | $8,881 | $103,393-91.4% | $87,103-89.8% | $152,909-94.2% |
| Participation rate | 55.0% | 79.4%-24.4pp | 76.9%-21.9pp | 82.5%-27.5pp |
| Annual return | 38.60% | 28.10%+10.5pp | 28.19%+10.4pp | 345.46%-306.9pp |
| Employer contribution / active EE | $1,357 | $3,221-57.9% | $2,521-46.2% | $4,764-71.5% |
| Participant deferral / active EE | $2,841 | $4,778-40.5% | $4,049-29.8% | $5,851-51.4% |
| Admin fee / account holder | $448 | $12,195-96.3% | $7,491-94.0% | $11,601-96.1% |