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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 | $8,051 | $77,908-89.7% | $149,696-94.6% | $75,173-89.3% |
| Participation rate | 53.8% | 65.6%-11.7pp | 78.8%-24.9pp | 67.2%-13.4pp |
| Annual return | 18.97% | 31.73%-12.8pp | 134.46%-115.5pp | 160.72%-141.7pp |
| Employer contribution / active EE | $828 | $3,138-73.6% | $4,821-82.8% | $2,671-69.0% |
| Participant deferral / active EE | $1,274 | $3,411-62.7% | $5,682-77.6% | $4,126-69.1% |
| Admin fee / account holder | $529 | $5,950-91.1% | $13,212-96.0% | $5,651-90.6% |