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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 | $6,876 | $109,411-93.7% | $89,435-92.3% | $158,982-95.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 25.54% | 345.68%-320.1pp | 245.55%-220.0pp | 302.99%-277.5pp |
| Employer contribution / active EE | $5,862 | $3,173+84.8% | $2,587+126.6% | $4,763+23.1% |
| Participant deferral / active EE | $6,913 | $4,600+50.3% | $3,890+77.7% | $5,983+15.5% |
| Admin fee / account holder | $1,121 | $6,159-81.8% | $4,884-77.0% | $11,252-90.0% |