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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 | $97,078-92.0% | $103,065-92.5% | $145,897-94.7% |
| Participation rate | 57.1% | 81.1%-24.0pp | 80.6%-23.4pp | 80.3%-23.2pp |
| Annual return | 18.11% | 25.49%-7.4pp | 23.95%-5.8pp | 552.29%-534.2pp |
| Employer contribution / active EE | $1,722 | $4,680-63.2% | $4,675-63.2% | $4,663-63.1% |
| Participant deferral / active EE | $5,284 | $6,601-19.9% | $6,625-20.2% | $6,689-21.0% |
| Admin fee / account holder | $4,949 | $12,505-60.4% | $9,349-47.1% | $13,390-63.0% |