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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 | $8,591 | $211,288-95.9% | $178,540-95.2% | $145,884-94.1% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 16.07% | 30.27%-14.2pp | 27.15%-11.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $897 | $4,574-80.4% | $3,953-77.3% | $4,662-80.8% |
| Participant deferral / active EE | $1,450 | $6,967-79.2% | $6,281-76.9% | $6,690-78.3% |
| Admin fee / account holder | $3,631 | $12,105-70.0% | $10,424-65.2% | $13,392-72.9% |