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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 | $12,231 | $183,516-93.3% | $155,534-92.1% | $145,884-91.6% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 10.87% | 61.43%-50.6pp | 64.92%-54.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,500 | $5,315-71.8% | $4,675-67.9% | $4,662-67.8% |
| Participant deferral / active EE | $2,019 | $6,467-68.8% | $5,630-64.1% | $6,690-69.8% |
| Admin fee / account holder | $691 | $19,293-96.4% | $15,900-95.7% | $13,392-94.8% |