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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 | $6,545 | $81,664-92.0% | $70,476-90.7% | $158,966-95.9% |
| Participation rate | 65.0% | 77.7%-12.7pp | 75.1%-10.1pp | 82.0%-17.0pp |
| Annual return | 28.32% | 208.59%-180.3pp | 109.12%-80.8pp | 302.95%-274.6pp |
| Employer contribution / active EE | $500 | $3,219-84.5% | $2,738-81.7% | $4,762-89.5% |
| Participant deferral / active EE | $2,037 | $4,556-55.3% | $3,710-45.1% | $5,983-66.0% |
| Admin fee / account holder | $311 | $6,197-95.0% | $3,847-91.9% | $11,250-97.2% |