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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 | $6,562 | $100,805-93.5% | $86,698-92.4% | $134,532-95.1% |
| Participation rate | 65.2% | 79.0%-13.7pp | 76.6%-11.4pp | 81.2%-16.0pp |
| Annual return | 7.40% | 29.09%-21.7pp | 35.95%-28.5pp | 418.27%-410.9pp |
| Employer contribution / active EE | $1,518 | $3,490-56.5% | $2,837-46.5% | $4,741-68.0% |
| Participant deferral / active EE | $1,781 | $5,339-66.6% | $4,656-61.7% | $6,401-72.2% |
| Admin fee / account holder | $508 | $10,925-95.4% | $7,493-93.2% | $11,429-95.6% |