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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 | $7,874 | $103,392-92.4% | $87,104-91.0% | $152,897-94.9% |
| Participation rate | 64.7% | 79.4%-14.6pp | 76.9%-12.2pp | 82.5%-17.7pp |
| Annual return | 37.53% | 28.10%+9.4pp | 28.19%+9.3pp | 345.43%-307.9pp |
| Employer contribution / active EE | $1,499 | $3,221-53.5% | $2,521-40.6% | $4,764-68.5% |
| Participant deferral / active EE | $5,196 | $4,778+8.7% | $4,048+28.4% | $5,851-11.2% |
| Admin fee / account holder | $961 | $12,194-92.1% | $7,491-87.2% | $11,599-91.7% |