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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 | $5,511 | $69,274-92.0% | $64,097-91.4% | $139,487-96.0% |
| Participation rate | 61.9% | 75.6%-13.7pp | 72.3%-10.4pp | 80.3%-18.4pp |
| Annual return | 35.65% | 46.00%-10.4pp | 33.75%+1.9pp | 373.84%-338.2pp |
| Employer contribution / active EE | $1,221 | $3,187-61.7% | $2,750-55.6% | $4,755-74.3% |
| Participant deferral / active EE | $1,532 | $4,685-67.3% | $3,881-60.5% | $6,713-77.2% |
| Admin fee / account holder | $664 | $4,247-84.4% | $3,070-78.4% | $11,407-94.2% |