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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 | $15,275 | $202,342-92.5% | $172,752-91.2% | $152,897-90.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 21.12% | 1029.83%-1008.7pp | 802.97%-781.9pp | 345.43%-324.3pp |
| Employer contribution / active EE | $1,248 | $5,858-78.7% | $5,144-75.7% | $4,764-73.8% |
| Participant deferral / active EE | $2,626 | $5,948-55.9% | $5,198-49.5% | $5,851-55.1% |
| Admin fee / account holder | $2,595 | $17,111-84.8% | $13,955-81.4% | $11,599-77.6% |