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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 | $7,261 | $175,259-95.9% | $149,723-95.2% | $139,487-94.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 33.08% | 166.82%-133.7pp | 134.50%-101.4pp | 373.84%-340.8pp |
| Employer contribution / active EE | $1,759 | $5,478-67.9% | $4,821-63.5% | $4,755-63.0% |
| Participant deferral / active EE | $3,991 | $6,522-38.8% | $5,682-29.8% | $6,713-40.5% |
| Admin fee / account holder | $2,191 | $16,158-86.4% | $13,215-83.4% | $11,407-80.8% |