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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 | $8,700 | $111,814-92.2% | $103,378-91.6% | $145,978-94.0% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.5%-16.6pp | 80.3%-22.4pp |
| Annual return | 16.46% | 24.80%-8.3pp | 24.91%-8.5pp | 550.52%-534.1pp |
| Employer contribution / active EE | $856 | $4,215-79.7% | $3,870-77.9% | $4,662-81.6% |
| Participant deferral / active EE | $1,685 | $5,618-70.0% | $5,058-66.7% | $6,690-74.8% |
| Admin fee / account holder | $1,422 | $9,764-85.4% | $8,401-83.1% | $13,400-89.4% |