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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 | $15,715 | $135,956-88.4% | $123,894-87.3% | $273,972-94.3% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 109.61% | 56.63%+53.0pp | 47.52%+62.1pp | 41.46%+68.2pp |
| Employer contribution / active EE | $9,962 | $5,170+92.7% | $4,617+115.8% | $4,869+104.6% |
| Participant deferral / active EE | $25,782 | $6,343+306.5% | $5,984+330.8% | $5,287+387.6% |
| Admin fee / account holder | $624 | $9,817-93.6% | $8,357-92.5% | $10,133-93.8% |