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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 | $11,604 | $165,381-93.0% | $149,730-92.2% | $158,966-92.7% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 20.24% | 348.29%-328.1pp | 276.70%-256.5pp | 302.95%-282.7pp |
| Employer contribution / active EE | $1,017 | $5,104-80.1% | $4,645-78.1% | $4,762-78.7% |
| Participant deferral / active EE | $3,273 | $7,182-54.4% | $6,843-52.2% | $5,983-45.3% |
| Admin fee / account holder | $1,376 | $10,809-87.3% | $9,310-85.2% | $11,250-87.8% |