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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 | $10,190 | $227,566-95.5% | $189,558-94.6% | $167,518-93.9% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.5%-18.5pp | 82.1%-22.1pp |
| Annual return | 30.14% | 78.43%-48.3pp | 64.19%-34.0pp | 478.71%-448.6pp |
| Employer contribution / active EE | $1,401 | $5,316-73.6% | $4,412-68.2% | $4,838-71.0% |
| Participant deferral / active EE | $1,513 | $7,002-78.4% | $6,174-75.5% | $6,342-76.1% |
| Admin fee / account holder | $2,885 | $11,881-75.7% | $9,809-70.6% | $12,312-76.6% |