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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 | $11,905 | $211,239-94.4% | $178,528-93.3% | $145,877-91.8% |
| Participation rate | 35.7% | 80.8%-45.1pp | 77.1%-41.4pp | 80.3%-44.6pp |
| Annual return | 23.97% | 30.22%-6.3pp | 27.11%-3.1pp | 551.28%-527.3pp |
| Employer contribution / active EE | $1,240 | $4,570-72.9% | $3,950-68.6% | $4,663-73.4% |
| Participant deferral / active EE | $1,550 | $6,963-77.7% | $6,278-75.3% | $6,691-76.8% |
| Admin fee / account holder | $517 | $12,095-95.7% | $10,419-95.0% | $13,402-96.1% |