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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 | $5,341 | $106,280-95.0% | $96,538-94.5% | $139,487-96.2% |
| Participation rate | 36.4% | 77.8%-41.5pp | 74.3%-38.0pp | 80.3%-44.0pp |
| Annual return | 37.12% | 38.48%-1.4pp | 35.74%+1.4pp | 373.84%-336.7pp |
| Employer contribution / active EE | $914 | $4,107-77.7% | $3,740-75.6% | $4,755-80.8% |
| Participant deferral / active EE | $1,414 | $5,457-74.1% | $4,880-71.0% | $6,713-78.9% |
| Admin fee / account holder | $834 | $7,888-89.4% | $6,737-87.6% | $11,407-92.7% |