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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 | $8,040 | $115,225-93.0% | $100,712-92.0% | $138,895-94.2% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 20.23% | 40.35%-20.1pp | 33.27%-13.0pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,069 | $2,771-61.4% | $2,313-53.8% | $4,194-74.5% |
| Participant deferral / active EE | $1,759 | $4,699-62.6% | $4,085-56.9% | $6,396-72.5% |
| Admin fee / account holder | $2,184 | $10,844-79.9% | $9,256-76.4% | $12,562-82.6% |