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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 | $4,217 | $51,638-91.8% | $129,406-96.7% | $80,959-94.8% |
| Participation rate | 66.1% | 56.9%+9.2pp | 69.6%-3.5pp | 67.7%-1.5pp |
| Annual return | 15.03% | 20.78%-5.8pp | 9468.18%-9453.1pp | 35.67%-20.6pp |
| Employer contribution / active EE | $420 | $1,584-73.5% | $4,155-89.9% | $2,757-84.8% |
| Participant deferral / active EE | $1,094 | $2,670-59.0% | $4,167-73.7% | $4,300-74.6% |
| Admin fee / account holder | $313 | $4,313-92.7% | $7,689-95.9% | $6,925-95.5% |