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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 | $9,874 | $112,933-91.3% | $90,970-89.1% | $158,982-93.8% |
| Participation rate | 68.4% | 74.7%-6.3pp | 69.0%-0.6pp | 82.0%-13.5pp |
| Annual return | 16.76% | 215.82%-199.1pp | 134.60%-117.8pp | 302.99%-286.2pp |
| Employer contribution / active EE | $693 | $2,893-76.1% | $2,122-67.3% | $4,763-85.5% |
| Participant deferral / active EE | $1,674 | $4,128-59.4% | $3,373-50.4% | $5,983-72.0% |
| Admin fee / account holder | $958 | $8,047-88.1% | $5,961-83.9% | $11,252-91.5% |