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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 | $6,931 | $157,276-95.6% | $141,177-95.1% | $152,885-95.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 28.82% | 64.33%-35.5pp | 71.40%-42.6pp | 345.39%-316.6pp |
| Employer contribution / active EE | $2,023 | $5,262-61.6% | $4,736-57.3% | $4,763-57.5% |
| Participant deferral / active EE | $2,879 | $7,110-59.5% | $6,710-57.1% | $5,851-50.8% |
| Admin fee / account holder | $3,022 | $12,123-75.1% | $10,263-70.6% | $11,598-73.9% |