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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 | $7,761 | $97,751-92.1% | $103,447-92.5% | $145,877-94.7% |
| Participation rate | 57.1% | 81.1%-24.0pp | 80.5%-23.4pp | 80.3%-23.2pp |
| Annual return | 18.11% | 25.43%-7.3pp | 23.92%-5.8pp | 551.28%-533.2pp |
| Employer contribution / active EE | $1,722 | $4,684-63.2% | $4,678-63.2% | $4,663-63.1% |
| Participant deferral / active EE | $5,284 | $6,603-20.0% | $6,624-20.2% | $6,691-21.0% |
| Admin fee / account holder | $4,949 | $12,515-60.5% | $9,415-47.4% | $13,402-63.1% |