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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 | $11,587 | $232,540-95.0% | $185,117-93.7% | $147,586-92.1% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 26.22% | 43.03%-16.8pp | 40.50%-14.3pp | 578.59%-552.4pp |
| Employer contribution / active EE | $731 | $5,195-85.9% | $4,182-82.5% | $4,876-85.0% |
| Participant deferral / active EE | $1,076 | $5,834-81.5% | $5,045-78.7% | $5,439-80.2% |
| Admin fee / account holder | $510 | $10,275-95.0% | $8,159-93.7% | $10,886-95.3% |