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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 | $3,409 | $101,618-96.6% | $93,063-96.3% | $137,256-97.5% |
| Participation rate | 55.6% | 74.9%-19.4pp | 72.1%-16.6pp | 80.0%-24.4pp |
| Annual return | 39.01% | 223.95%-184.9pp | 34.15%+4.9pp | 220.34%-181.3pp |
| Employer contribution / active EE | $748 | $2,707-72.4% | $2,476-69.8% | $4,156-82.0% |
| Participant deferral / active EE | $748 | $4,279-82.5% | $3,958-81.1% | $6,407-88.3% |
| Admin fee / account holder | $391 | $6,198-93.7% | $6,033-93.5% | $12,270-96.8% |