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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 | $11,058 | $160,028-93.1% | $147,080-92.5% | $145,884-92.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 14.07% | 98.60%-84.5pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,235 | $5,286-57.7% | $4,933-54.7% | $4,662-52.1% |
| Participant deferral / active EE | $4,941 | $8,422-41.3% | $8,066-38.7% | $6,690-26.1% |
| Admin fee / account holder | $3,986 | $15,030-73.5% | $12,989-69.3% | $13,392-70.2% |