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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 | $7,588 | $118,877-93.6% | $96,570-92.1% | $167,536-95.5% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 20.25% | 50.50%-30.3pp | 37.79%-17.5pp | 478.82%-458.6pp |
| Employer contribution / active EE | $2,489 | $3,121-20.2% | $2,357+5.6% | $4,839-48.6% |
| Participant deferral / active EE | $6,153 | $4,617+33.3% | $3,849+59.8% | $6,342-3.0% |
| Admin fee / account holder | $1,090 | $8,069-86.5% | $6,182-82.4% | $12,315-91.1% |