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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 | $7,046 | $91,179-92.3% | $178,499-96.1% | $79,852-91.2% |
| Participation rate | 59.1% | 69.2%-10.1pp | 81.9%-22.8pp | 69.6%-10.5pp |
| Annual return | 20.01% | 24.19%-4.2pp | 151.10%-131.1pp | 31.72%-11.7pp |
| Employer contribution / active EE | $823 | $3,256-74.7% | $5,011-83.6% | $2,471-66.7% |
| Participant deferral / active EE | $2,302 | $3,236-28.9% | $5,202-55.8% | $3,740-38.5% |
| Admin fee / account holder | $2,246 | $6,749-66.7% | $13,986-83.9% | $5,306-57.7% |