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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 | $9,889 | $183,592-94.6% | $155,574-93.6% | $145,877-93.2% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 12.85% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,626 | $5,317-69.4% | $4,676-65.2% | $4,663-65.1% |
| Participant deferral / active EE | $2,728 | $6,466-57.8% | $5,629-51.5% | $6,691-59.2% |
| Admin fee / account holder | $309 | $19,316-98.4% | $15,914-98.1% | $13,402-97.7% |