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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 | $10,508 | $110,379-90.5% | $102,412-89.7% | $145,884-92.8% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 25.39% | 24.84%+0.6pp | 24.94%+0.5pp | 551.85%-526.5pp |
| Employer contribution / active EE | $1,441 | $4,216-65.8% | $3,870-62.8% | $4,662-69.1% |
| Participant deferral / active EE | $2,326 | $5,622-58.6% | $5,060-54.0% | $6,690-65.2% |
| Admin fee / account holder | $583 | $9,745-94.0% | $8,388-93.0% | $13,392-95.6% |