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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 | $160,040-93.1% | $147,096-92.5% | $145,877-92.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 14.07% | 98.49%-84.4pp | 419.75%-405.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,235 | $5,289-57.8% | $4,936-54.7% | $4,663-52.1% |
| Participant deferral / active EE | $4,941 | $8,429-41.4% | $8,071-38.8% | $6,691-26.2% |
| Admin fee / account holder | $3,986 | $15,050-73.5% | $13,005-69.3% | $13,402-70.3% |