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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 | $12,634 | $183,627-93.1% | $155,602-91.9% | $145,978-91.3% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 17.09% | 61.32%-44.2pp | 64.81%-47.7pp | 550.52%-533.4pp |
| Employer contribution / active EE | $6,662 | $5,316+25.3% | $4,675+42.5% | $4,662+42.9% |
| Participant deferral / active EE | $9,427 | $6,466+45.8% | $5,629+67.5% | $6,690+40.9% |
| Admin fee / account holder | $952 | $19,327-95.1% | $15,923-94.0% | $13,400-92.9% |