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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 | $6,263 | $91,198-93.1% | $178,503-96.5% | $79,856-92.2% |
| Participation rate | 31.0% | 69.2%-38.2pp | 81.9%-50.9pp | 69.6%-38.6pp |
| Annual return | 10.80% | 24.20%-13.4pp | 151.12%-140.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $595 | $3,257-81.7% | $5,011-88.1% | $2,471-75.9% |
| Participant deferral / active EE | $951 | $3,237-70.6% | $5,202-81.7% | $3,741-74.6% |
| Admin fee / account holder | $3,038 | $6,748-55.0% | $13,987-78.3% | $5,306-42.8% |