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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 | $12,923 | $107,363-88.0% | $92,909-86.1% | $152,897-91.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 26.98% | 145.63%-118.7pp | 109.44%-82.5pp | 345.43%-318.5pp |
| Employer contribution / active EE | $948 | $4,222-77.6% | $3,653-74.1% | $4,764-80.1% |
| Participant deferral / active EE | $1,378 | $4,848-71.6% | $4,238-67.5% | $5,851-76.5% |
| Admin fee / account holder | $2,254 | $7,082-68.2% | $5,795-61.1% | $11,599-80.6% |