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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 | $12,043 | $183,516-93.4% | $155,534-92.3% | $145,884-91.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 10.79% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,620 | $5,315-69.5% | $4,675-65.3% | $4,662-65.3% |
| Participant deferral / active EE | $2,308 | $6,467-64.3% | $5,630-59.0% | $6,690-65.5% |
| Admin fee / account holder | $561 | $19,293-97.1% | $15,900-96.5% | $13,392-95.8% |