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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 | $8,206 | $135,956-94.0% | $123,894-93.4% | $273,972-97.0% |
| Participation rate | 37.5% | 84.1%-46.6pp | 81.4%-43.9pp | 83.0%-45.5pp |
| Annual return | 16.07% | 56.63%-40.6pp | 47.52%-31.4pp | 41.46%-25.4pp |
| Employer contribution / active EE | $1,304 | $5,170-74.8% | $4,617-71.7% | $4,869-73.2% |
| Participant deferral / active EE | $2,186 | $6,343-65.5% | $5,984-63.5% | $5,287-58.7% |
| Admin fee / account holder | $1,032 | $9,817-89.5% | $8,357-87.6% | $10,133-89.8% |