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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 | $9,382 | $106,267-91.2% | $96,520-90.3% | $139,456-93.3% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 32.94% | 38.45%-5.5pp | 35.72%-2.8pp | 373.45%-340.5pp |
| Employer contribution / active EE | $1,100 | $4,105-73.2% | $3,739-70.6% | $4,753-76.9% |
| Participant deferral / active EE | $3,270 | $5,454-40.1% | $4,879-33.0% | $6,711-51.3% |
| Admin fee / account holder | $738 | $7,882-90.6% | $6,733-89.0% | $11,407-93.5% |