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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 | $7,922 | $109,372-92.8% | $89,414-91.1% | $158,966-95.0% |
| Participation rate | 38.1% | 74.3%-36.2pp | 68.0%-29.9pp | 82.0%-43.9pp |
| Annual return | 25.78% | 345.55%-319.8pp | 245.50%-219.7pp | 302.95%-277.2pp |
| Employer contribution / active EE | $438 | $3,171-86.2% | $2,586-83.1% | $4,762-90.8% |
| Participant deferral / active EE | $1,174 | $4,598-74.5% | $3,890-69.8% | $5,983-80.4% |
| Admin fee / account holder | $934 | $6,156-84.8% | $4,883-80.9% | $11,250-91.7% |