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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 | $6,291 | $169,356-96.3% | $129,406-95.1% | $145,897-95.7% |
| Participation rate | 58.8% | 76.5%-17.7pp | 69.6%-10.8pp | 80.3%-21.5pp |
| Annual return | 14.15% | 14418.62%-14404.5pp | 9468.18%-9454.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $254 | $5,542-95.4% | $4,155-93.9% | $4,663-94.6% |
| Participant deferral / active EE | $1,505 | $4,987-69.8% | $4,167-63.9% | $6,689-77.5% |
| Admin fee / account holder | $1,248 | $9,915-87.4% | $7,689-83.8% | $13,390-90.7% |