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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 | $6,852 | $232,540-97.1% | $185,117-96.3% | $147,586-95.4% |
| Participation rate | 62.5% | 82.4%-19.9pp | 77.3%-14.8pp | 82.8%-20.3pp |
| Annual return | 30.65% | 43.03%-12.4pp | 40.50%-9.8pp | 578.59%-547.9pp |
| Employer contribution / active EE | $1,291 | $5,195-75.2% | $4,182-69.1% | $4,876-73.5% |
| Participant deferral / active EE | $1,521 | $5,834-73.9% | $5,045-69.9% | $5,439-72.0% |
| Admin fee / account holder | $1,240 | $10,275-87.9% | $8,159-84.8% | $10,886-88.6% |