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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 | $9,167 | $176,838-94.8% | $146,685-93.8% | $167,518-94.5% |
| Participation rate | 69.2% | 83.6%-14.4pp | 80.1%-10.8pp | 82.1%-12.9pp |
| Annual return | 20.78% | 24.04%-3.3pp | 22.75%-2.0pp | 478.71%-457.9pp |
| Employer contribution / active EE | $1,203 | $5,161-76.7% | $4,137-70.9% | $4,838-75.1% |
| Participant deferral / active EE | $2,895 | $6,441-55.0% | $5,507-47.4% | $6,342-54.3% |
| Admin fee / account holder | $750 | $13,262-94.3% | $10,281-92.7% | $12,312-93.9% |