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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 | $7,556 | $226,135-96.7% | $182,558-95.9% | $152,909-95.1% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.5%-39.6pp |
| Annual return | 26.07% | 192.60%-166.5pp | 148.59%-122.5pp | 345.46%-319.4pp |
| Employer contribution / active EE | $879 | $4,979-82.4% | $4,076-78.4% | $4,764-81.6% |
| Participant deferral / active EE | $1,325 | $6,371-79.2% | $5,526-76.0% | $5,851-77.3% |
| Admin fee / account holder | $437 | $10,707-95.9% | $8,594-94.9% | $11,601-96.2% |