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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 | $5,685 | $114,047-95.0% | $96,144-94.1% | $167,497-96.6% |
| Participation rate | 57.1% | 75.1%-17.9pp | 68.4%-11.3pp | 82.1%-25.0pp |
| Annual return | 14.31% | 189.89%-175.6pp | 191.96%-177.7pp | 478.62%-464.3pp |
| Employer contribution / active EE | $1,406 | $3,427-59.0% | $2,797-49.7% | $4,838-70.9% |
| Participant deferral / active EE | $1,515 | $5,194-70.8% | $4,349-65.2% | $6,341-76.1% |
| Admin fee / account holder | $1,285 | $6,897-81.4% | $5,537-76.8% | $12,310-89.6% |