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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 | $7,537 | $60,504-87.5% | $81,882-90.8% | $74,478-89.9% |
| Participation rate | 59.4% | 62.9%-3.5pp | 72.4%-13.0pp | 67.2%-7.8pp |
| Annual return | 13.77% | 16.91%-3.1pp | 779.47%-765.7pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $1,104 | $2,627-58.0% | $2,916-62.1% | $2,626-58.0% |
| Participant deferral / active EE | $1,404 | $3,400-58.7% | $4,323-67.5% | $4,350-67.7% |
| Admin fee / account holder | $2,052 | $1,492+37.6% | $7,360-72.1% | $1,946+5.5% |