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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 | $6,956 | $117,433-94.1% | $99,475-93.0% | $152,897-95.5% |
| Participation rate | 52.9% | 77.5%-24.6pp | 73.8%-20.9pp | 82.5%-29.5pp |
| Annual return | 35.93% | 31.87%+4.1pp | 30.72%+5.2pp | 345.43%-309.5pp |
| Employer contribution / active EE | $668 | $3,013-77.8% | $2,540-73.7% | $4,764-86.0% |
| Participant deferral / active EE | $1,577 | $4,086-61.4% | $3,619-56.4% | $5,851-73.0% |
| Admin fee / account holder | $759 | $7,634-90.1% | $6,252-87.9% | $11,599-93.5% |