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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 | $6,371 | $106,005-94.0% | $92,239-93.1% | $147,585-95.7% |
| Participation rate | 52.2% | 80.4%-28.2pp | 76.5%-24.3pp | 82.8%-30.7pp |
| Annual return | 29.91% | 50.05%-20.1pp | 176.29%-146.4pp | 578.58%-548.7pp |
| Employer contribution / active EE | $1,113 | $4,333-74.3% | $3,680-69.8% | $4,876-77.2% |
| Participant deferral / active EE | $1,833 | $4,478-59.1% | $3,897-53.0% | $5,439-66.3% |
| Admin fee / account holder | $500 | $6,333-92.1% | $5,194-90.4% | $10,886-95.4% |