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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 | $8,586 | $100,938-91.5% | $90,461-90.5% | $158,982-94.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 16.39% | 1727.20%-1710.8pp | 1294.76%-1278.4pp | 302.99%-286.6pp |
| Employer contribution / active EE | $1,416 | $3,691-61.7% | $3,264-56.6% | $4,763-70.3% |
| Participant deferral / active EE | $1,886 | $4,350-56.6% | $3,964-52.4% | $5,983-68.5% |
| Admin fee / account holder | $317 | $6,510-95.1% | $5,617-94.4% | $11,252-97.2% |