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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 | $6,722 | $56,197-88.0% | $67,652-90.1% | $59,633-88.7% |
| Participation rate | 65.9% | 71.5%-5.6pp | 75.7%-9.8pp | 68.7%-2.8pp |
| Annual return | 0.74% | 18508.10%-18507.4pp | 6625.40%-6624.7pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $747 | $1,615-53.7% | $2,266-67.0% | $2,203-66.1% |
| Participant deferral / active EE | $1,616 | $2,844-43.2% | $3,560-54.6% | $3,192-49.4% |
| Admin fee / account holder | $1,122 | $3,958-71.7% | $4,821-76.7% | $4,297-73.9% |