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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 | $9,876 | $115,810-91.5% | $101,271-90.2% | $158,966-93.8% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 32.17% | 56.15%-24.0pp | 46.48%-14.3pp | 302.95%-270.8pp |
| Employer contribution / active EE | $4,908 | $4,175+17.6% | $3,660+34.1% | $4,762+3.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $958 | $7,248-86.8% | $5,948-83.9% | $11,250-91.5% |