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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 | $9,012 | $165,361-94.5% | $149,715-94.0% | $158,950-94.3% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 22.97% | 348.24%-325.3pp | 276.66%-253.7pp | 302.91%-279.9pp |
| Employer contribution / active EE | $2,245 | $5,103-56.0% | $4,645-51.7% | $4,762-52.8% |
| Participant deferral / active EE | $2,598 | $7,182-63.8% | $6,842-62.0% | $5,983-56.6% |
| Admin fee / account holder | $376 | $10,808-96.5% | $9,310-96.0% | $11,248-96.7% |