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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 | $7,705 | $117,846-93.5% | $102,434-92.5% | $145,884-94.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 26.73% | 31.90%-5.2pp | 29.46%-2.7pp | 551.85%-525.1pp |
| Employer contribution / active EE | $1,529 | $3,615-57.7% | $3,023-49.4% | $4,662-67.2% |
| Participant deferral / active EE | $2,306 | $5,733-59.8% | $5,055-54.4% | $6,690-65.5% |
| Admin fee / account holder | $2,070 | $13,356-84.5% | $9,462-78.1% | $13,392-84.5% |