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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 | $5,279 | $115,225-95.4% | $100,712-94.8% | $138,895-96.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 26.45% | 40.35%-13.9pp | 33.27%-6.8pp | 145.39%-118.9pp |
| Employer contribution / active EE | $933 | $2,771-66.3% | $2,313-59.7% | $4,194-77.8% |
| Participant deferral / active EE | $2,100 | $4,699-55.3% | $4,085-48.6% | $6,396-67.2% |
| Admin fee / account holder | $591 | $10,844-94.6% | $9,256-93.6% | $12,562-95.3% |