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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 | $9,244 | $115,810-92.0% | $101,271-90.9% | $158,966-94.2% |
| Participation rate | 16.7% | 79.4%-62.7pp | 75.8%-59.1pp | 82.0%-65.3pp |
| Annual return | 21.25% | 56.15%-34.9pp | 46.48%-25.2pp | 302.95%-281.7pp |
| Employer contribution / active EE | $5,125 | $4,175+22.7% | $3,660+40.0% | $4,762+7.6% |
| Participant deferral / active EE | $7,828 | $4,958+57.9% | $4,371+79.1% | $5,983+30.8% |
| Admin fee / account holder | $1,758 | $7,248-75.8% | $5,948-70.4% | $11,250-84.4% |