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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 | $8,762 | $157,304-94.4% | $141,197-93.8% | $152,909-94.3% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 27.09% | 64.34%-37.2pp | 71.41%-44.3pp | 345.46%-318.4pp |
| Employer contribution / active EE | $1,729 | $5,263-67.2% | $4,736-63.5% | $4,764-63.7% |
| Participant deferral / active EE | $2,817 | $7,111-60.4% | $6,710-58.0% | $5,851-51.9% |
| Admin fee / account holder | $770 | $12,126-93.6% | $10,265-92.5% | $11,601-93.4% |