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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 | $6,569 | $54,757-88.0% | $90,304-92.7% | $72,975-91.0% |
| Participation rate | 56.7% | 65.2%-8.5pp | 73.3%-16.6pp | 69.5%-12.8pp |
| Annual return | 24.27% | 30.63%-6.4pp | 78.13%-53.9pp | 81.01%-56.7pp |
| Employer contribution / active EE | $1,043 | $2,093-50.2% | $2,855-63.5% | $2,440-57.3% |
| Participant deferral / active EE | $1,075 | $2,887-62.8% | $3,885-72.3% | $3,608-70.2% |
| Admin fee / account holder | $380 | $3,973-90.4% | $5,354-92.9% | $5,124-92.6% |