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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 | $13,132 | $176,105-92.5% | $159,474-91.8% | $167,536-92.2% |
| Participation rate | 55.6% | 85.0%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 22.10% | 331.91%-309.8pp | 263.68%-241.6pp | 478.82%-456.7pp |
| Employer contribution / active EE | $1,190 | $5,299-77.5% | $4,831-75.4% | $4,839-75.4% |
| Participant deferral / active EE | $2,573 | $7,751-66.8% | $7,353-65.0% | $6,342-59.4% |
| Admin fee / account holder | $427 | $12,559-96.6% | $10,802-96.0% | $12,315-96.5% |