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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 | $9,467 | $110,410-91.4% | $102,437-90.8% | $145,897-93.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 15.88% | 24.85%-9.0pp | 24.95%-9.1pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,558 | $4,217-63.1% | $3,871-59.8% | $4,663-66.6% |
| Participant deferral / active EE | $3,428 | $5,622-39.0% | $5,060-32.2% | $6,689-48.8% |
| Admin fee / account holder | $1,778 | $9,745-81.8% | $8,388-78.8% | $13,390-86.7% |