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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 | $60,393-87.5% | $81,820-90.8% | $74,429-89.9% |
| Participation rate | 59.4% | 62.9%-3.5pp | 72.4%-13.0pp | 67.2%-7.8pp |
| Annual return | 13.77% | 16.89%-3.1pp | 777.93%-764.2pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $1,104 | $2,626-58.0% | $2,915-62.1% | $2,625-57.9% |
| Participant deferral / active EE | $1,404 | $3,397-58.7% | $4,323-67.5% | $4,348-67.7% |
| Admin fee / account holder | $2,052 | $1,491+37.7% | $7,391-72.2% | $1,944+5.5% |