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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 | $8,060 | $99,011-91.9% | $86,582-90.7% | $147,586-94.5% |
| Participation rate | 52.4% | 76.3%-24.0pp | 73.5%-21.2pp | 82.8%-30.4pp |
| Annual return | 19.30% | 1312.75%-1293.4pp | 965.08%-945.8pp | 578.59%-559.3pp |
| Employer contribution / active EE | $821 | $3,132-73.8% | $2,839-71.1% | $4,876-83.2% |
| Participant deferral / active EE | $1,088 | $3,972-72.6% | $3,609-69.8% | $5,439-80.0% |
| Admin fee / account holder | $495 | $5,709-91.3% | $4,904-89.9% | $10,886-95.5% |