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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 | $8,031 | $202,440-96.0% | $169,390-95.3% | $139,466-94.2% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.2%-14.7pp | 80.3%-17.8pp |
| Annual return | 37.23% | 532.36%-495.1pp | 406.07%-368.8pp | 373.66%-336.4pp |
| Employer contribution / active EE | $2,014 | $4,693-57.1% | $4,013-49.8% | $4,754-57.6% |
| Participant deferral / active EE | $3,469 | $6,940-50.0% | $6,222-44.3% | $6,712-48.3% |
| Admin fee / account holder | $1,613 | $10,722-85.0% | $9,015-82.1% | $11,409-85.9% |