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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 | $7,259 | $125,778-94.2% | $114,563-93.7% | $154,746-95.3% |
| Participation rate | 68.8% | 75.2%-6.4pp | 72.9%-4.2pp | 80.7%-12.0pp |
| Annual return | 17.28% | 295.14%-277.9pp | 241.09%-223.8pp | 172.34%-155.1pp |
| Employer contribution / active EE | $759 | $2,806-73.0% | $2,592-70.7% | $4,379-82.7% |
| Participant deferral / active EE | $1,078 | $4,445-75.7% | $4,142-74.0% | $6,730-84.0% |
| Admin fee / account holder | $654 | $8,190-92.0% | $7,623-91.4% | $14,365-95.4% |