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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 | $25,008 | $202,342-87.6% | $172,752-85.5% | $152,897-83.6% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.5%-29.1pp |
| Annual return | 18.59% | 1029.83%-1011.2pp | 802.97%-784.4pp | 345.43%-326.8pp |
| Employer contribution / active EE | $1,376 | $5,858-76.5% | $5,144-73.2% | $4,764-71.1% |
| Participant deferral / active EE | $3,082 | $5,948-48.2% | $5,198-40.7% | $5,851-47.3% |
| Admin fee / account holder | $582 | $17,111-96.6% | $13,955-95.8% | $11,599-95.0% |