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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 | $8,490 | $209,422-95.9% | $178,503-95.2% | $158,982-94.7% |
| Participation rate | 68.2% | 86.4%-18.2pp | 81.9%-13.7pp | 82.0%-13.8pp |
| Annual return | 11.96% | 188.81%-176.8pp | 151.12%-139.2pp | 302.99%-291.0pp |
| Employer contribution / active EE | $1,490 | $5,707-73.9% | $5,011-70.3% | $4,763-68.7% |
| Participant deferral / active EE | $3,106 | $5,955-47.8% | $5,202-40.3% | $5,983-48.1% |
| Admin fee / account holder | $930 | $17,079-94.6% | $13,987-93.4% | $11,252-91.7% |