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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 | $8,647 | $106,267-91.9% | $96,520-91.0% | $139,456-93.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 20.30% | 38.45%-18.2pp | 35.72%-15.4pp | 373.45%-353.2pp |
| Employer contribution / active EE | $2,594 | $4,105-36.8% | $3,739-30.6% | $4,753-45.4% |
| Participant deferral / active EE | $4,305 | $5,454-21.1% | $4,879-11.8% | $6,711-35.9% |
| Admin fee / account holder | $345 | $7,882-95.6% | $6,733-94.9% | $11,407-97.0% |