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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 | $18,948 | $165,381-88.5% | $149,730-87.3% | $158,966-88.1% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 61.96% | 348.29%-286.3pp | 276.70%-214.7pp | 302.95%-241.0pp |
| Employer contribution / active EE | $1,119 | $5,104-78.1% | $4,645-75.9% | $4,762-76.5% |
| Participant deferral / active EE | $8,355 | $7,182+16.3% | $6,843+22.1% | $5,983+39.6% |
| Admin fee / account holder | $909 | $10,809-91.6% | $9,310-90.2% | $11,250-91.9% |