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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 | $5,702 | $55,457-89.7% | $77,361-92.6% | $94,015-93.9% |
| Participation rate | 69.6% | 69.8%-0.3pp | 75.0%-5.4pp | 70.8%-1.3pp |
| Annual return | 11.04% | 15.57%-4.5pp | 1011.54%-1000.5pp | 17.84%-6.8pp |
| Employer contribution / active EE | $705 | $2,255-68.7% | $2,990-76.4% | $2,790-74.7% |
| Participant deferral / active EE | $1,144 | $3,069-62.7% | $3,911-70.7% | $4,249-73.1% |
| Admin fee / account holder | $1,149 | $4,334-73.5% | $5,894-80.5% | $8,951-87.2% |