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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 | $14,957 | $202,463-92.6% | $169,397-91.2% | $139,487-89.3% |
| Participation rate | 64.3% | 81.1%-16.8pp | 77.2%-12.9pp | 80.3%-16.1pp |
| Annual return | 52.29% | 532.64%-480.4pp | 406.23%-353.9pp | 373.84%-321.6pp |
| Employer contribution / active EE | $1,400 | $4,694-70.2% | $4,013-65.1% | $4,755-70.6% |
| Participant deferral / active EE | $3,176 | $6,941-54.2% | $6,223-49.0% | $6,713-52.7% |
| Admin fee / account holder | $1,216 | $10,726-88.7% | $9,017-86.5% | $11,407-89.3% |