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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 | $10,491 | $228,395-95.4% | $185,861-94.4% | $158,982-93.4% |
| Participation rate | 38.1% | 82.3%-44.2pp | 78.0%-39.9pp | 82.0%-43.9pp |
| Annual return | 37.29% | 40.82%-3.5pp | 35.96%+1.3pp | 302.99%-265.7pp |
| Employer contribution / active EE | $962 | $4,968-80.6% | $4,088-76.5% | $4,763-79.8% |
| Participant deferral / active EE | $2,060 | $6,417-67.9% | $5,634-63.4% | $5,983-65.6% |
| Admin fee / account holder | $510 | $11,869-95.7% | $9,503-94.6% | $11,252-95.5% |