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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 | $13,039 | $103,393-87.4% | $87,103-85.0% | $152,909-91.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 344.10% | 28.10%+316.0pp | 28.19%+315.9pp | 345.46%-1.4pp |
| Employer contribution / active EE | $1,349 | $3,221-58.1% | $2,521-46.5% | $4,764-71.7% |
| Participant deferral / active EE | $1,759 | $4,778-63.2% | $4,049-56.5% | $5,851-69.9% |
| Admin fee / account holder | $507 | $12,195-95.8% | $7,491-93.2% | $11,601-95.6% |