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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 | $6,491 | $124,330-94.8% | $109,173-94.1% | $167,536-96.1% |
| Participation rate | 41.2% | 79.5%-38.3pp | 75.9%-34.7pp | 82.1%-40.9pp |
| Annual return | 16.27% | 26.04%-9.8pp | 25.75%-9.5pp | 478.82%-462.5pp |
| Employer contribution / active EE | $1,494 | $4,209-64.5% | $3,723-59.9% | $4,839-69.1% |
| Participant deferral / active EE | $1,657 | $5,256-68.5% | $4,654-64.4% | $6,342-73.9% |
| Admin fee / account holder | $1,693 | $7,974-78.8% | $6,755-74.9% | $12,315-86.3% |