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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 | $9,255 | $166,268-94.4% | $165,100-94.4% | $145,897-93.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 18.66% | 100.52%-81.9pp | 70.21%-51.6pp | 552.29%-533.6pp |
| Employer contribution / active EE | $1,331 | $5,284-74.8% | $4,348-69.4% | $4,663-71.5% |
| Participant deferral / active EE | $2,636 | $6,964-62.2% | $6,035-56.3% | $6,689-60.6% |
| Admin fee / account holder | $1,985 | $16,659-88.1% | $12,696-84.4% | $13,390-85.2% |