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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 | $7,592 | $107,941-93.0% | $91,994-91.7% | $152,897-95.0% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 36.92% | 89.28%-52.4pp | 69.04%-32.1pp | 345.43%-308.5pp |
| Employer contribution / active EE | $1,453 | $4,212-65.5% | $3,453-57.9% | $4,764-69.5% |
| Participant deferral / active EE | $2,392 | $6,366-62.4% | $5,924-59.6% | $5,851-59.1% |
| Admin fee / account holder | $832 | $10,521-92.1% | $7,744-89.3% | $11,599-92.8% |