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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 | $3,077 | $104,694-97.1% | $85,709-96.4% | $167,536-98.2% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 9.50% | 21.45%-12.0pp | 21.49%-12.0pp | 478.82%-469.3pp |
| Employer contribution / active EE | $1,238 | $3,337-62.9% | $2,619-52.7% | $4,839-74.4% |
| Participant deferral / active EE | $1,793 | $4,826-62.8% | $3,924-54.3% | $6,342-71.7% |
| Admin fee / account holder | $691 | $10,035-93.1% | $6,876-90.0% | $12,315-94.4% |