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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 | $5,788 | $106,247-94.6% | $96,515-94.0% | $139,466-95.8% |
| Participation rate | 57.9% | 77.8%-19.9pp | 74.3%-16.5pp | 80.3%-22.4pp |
| Annual return | 23.39% | 38.47%-15.1pp | 35.73%-12.3pp | 373.66%-350.3pp |
| Employer contribution / active EE | $842 | $4,106-79.5% | $3,740-77.5% | $4,754-82.3% |
| Participant deferral / active EE | $1,851 | $5,456-66.1% | $4,880-62.1% | $6,712-72.4% |
| Admin fee / account holder | $1,820 | $7,885-76.9% | $6,735-73.0% | $11,409-84.0% |