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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 | $12,888 | $226,105-94.3% | $182,540-92.9% | $152,897-91.6% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.5%-49.1pp |
| Annual return | 34.23% | 192.58%-158.3pp | 148.58%-114.3pp | 345.43%-311.2pp |
| Employer contribution / active EE | $688 | $4,978-86.2% | $4,076-83.1% | $4,764-85.6% |
| Participant deferral / active EE | $1,586 | $6,370-75.1% | $5,525-71.3% | $5,851-72.9% |
| Admin fee / account holder | $1,356 | $10,706-87.3% | $8,593-84.2% | $11,599-88.3% |