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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 | $12,735 | $209,425-93.9% | $178,499-92.9% | $158,966-92.0% |
| Participation rate | 69.2% | 86.4%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 40.81% | 188.80%-148.0pp | 151.10%-110.3pp | 302.95%-262.1pp |
| Employer contribution / active EE | $2,392 | $5,707-58.1% | $5,011-52.3% | $4,762-49.8% |
| Participant deferral / active EE | $2,408 | $5,955-59.6% | $5,202-53.7% | $5,983-59.8% |
| Admin fee / account holder | $778 | $17,078-95.4% | $13,986-94.4% | $11,250-93.1% |