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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 | $5,539 | $69,248-92.0% | $64,101-91.4% | $139,466-96.0% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 24.27% | 45.95%-21.7pp | 33.72%-9.5pp | 373.66%-349.4pp |
| Employer contribution / active EE | $1,898 | $3,185-40.4% | $2,749-31.0% | $4,754-60.1% |
| Participant deferral / active EE | $1,995 | $4,682-57.4% | $3,881-48.6% | $6,712-70.3% |
| Admin fee / account holder | $3,866 | $4,247-9.0% | $3,070+25.9% | $11,409-66.1% |