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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 | $6,655 | $73,978-91.0% | $96,515-93.1% | $75,173-91.1% |
| Participation rate | 68.1% | 66.4%+1.7pp | 74.3%-6.2pp | 67.2%+0.9pp |
| Annual return | 93.75% | 26.72%+67.0pp | 35.73%+58.0pp | 160.72%-67.0pp |
| Employer contribution / active EE | $1,577 | $2,931-46.2% | $3,740-57.8% | $2,671-41.0% |
| Participant deferral / active EE | $3,565 | $3,660-2.6% | $4,880-26.9% | $4,126-13.6% |
| Admin fee / account holder | $481 | $5,219-90.8% | $6,735-92.9% | $5,651-91.5% |