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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 | $11,407 | $101,653-88.8% | $147,080-92.2% | $74,459-84.7% |
| Participation rate | 66.2% | 75.6%-9.4pp | 82.2%-16.0pp | 67.2%-1.0pp |
| Annual return | 19.83% | 8754.98%-8735.2pp | 420.17%-400.3pp | 1369.70%-1349.9pp |
| Employer contribution / active EE | $1,342 | $3,813-64.8% | $4,933-72.8% | $2,626-48.9% |
| Participant deferral / active EE | $3,345 | $7,304-54.2% | $8,066-58.5% | $4,350-23.1% |
| Admin fee / account holder | $608 | $1,752-65.3% | $12,989-95.3% | $1,945-68.8% |