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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 | $8,797 | $197,819-95.6% | $155,789-94.4% | $125,393-93.0% |
| Participation rate | 63.6% | 82.1%-18.5pp | 76.1%-12.5pp | 83.2%-19.6pp |
| Annual return | 10.44% | 86.73%-76.3pp | 71.54%-61.1pp | 282.23%-271.8pp |
| Employer contribution / active EE | $425 | $4,850-91.2% | $3,839-88.9% | $4,866-91.3% |
| Participant deferral / active EE | $9,116 | $5,631+61.9% | $4,798+90.0% | $5,351+70.3% |
| Admin fee / account holder | $35,707 | $9,544+274.1% | $7,477+377.5% | $9,541+274.3% |