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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 | $8,264 | $63,140-86.9% | $304,612-97.3% | $116,462-92.9% |
| Participation rate | 56.0% | 70.4%-14.4pp | 81.9%-25.9pp | 74.7%-18.7pp |
| Annual return | 14.98% | 15.04%-0.1pp | 329.91%-314.9pp | 15.65%-0.7pp |
| Employer contribution / active EE | $940 | $2,385-60.6% | $7,476-87.4% | $3,231-70.9% |
| Participant deferral / active EE | $1,296 | $2,741-52.7% | $5,388-76.0% | $3,836-66.2% |
| Admin fee / account holder | $612 | $7,583-91.9% | $12,962-95.3% | $12,754-95.2% |