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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 | $10,473 | $104,577-90.0% | $76,667-86.3% | $152,909-93.2% |
| Participation rate | 52.9% | 76.6%-23.7pp | 72.1%-19.2pp | 82.5%-29.5pp |
| Annual return | 28.42% | 1014.36%-985.9pp | 1166.74%-1138.3pp | 345.46%-317.0pp |
| Employer contribution / active EE | $905 | $3,119-71.0% | $2,303-60.7% | $4,764-81.0% |
| Participant deferral / active EE | $986 | $4,237-76.7% | $3,336-70.4% | $5,851-83.2% |
| Admin fee / account holder | $611 | $12,290-95.0% | $6,423-90.5% | $11,601-94.7% |