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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 | $8,342 | $95,415-91.3% | $185,851-95.5% | $85,851-90.3% |
| Participation rate | 65.5% | 68.8%-3.2pp | 81.7%-16.2pp | 69.3%-3.8pp |
| Annual return | 20.15% | 23.59%-3.4pp | 122.11%-102.0pp | 318.63%-298.5pp |
| Employer contribution / active EE | $1,449 | $3,314-56.3% | $5,168-72.0% | $2,565-43.5% |
| Participant deferral / active EE | $2,056 | $3,424-39.9% | $5,569-63.1% | $3,952-48.0% |
| Admin fee / account holder | $629 | $7,215-91.3% | $16,245-96.1% | $6,261-90.0% |