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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 | $11,299 | $56,197-79.9% | $67,652-83.3% | $59,633-81.1% |
| Participation rate | 69.4% | 71.5%-2.0pp | 75.7%-6.2pp | 68.7%+0.8pp |
| Annual return | 1.61% | 18508.10%-18506.5pp | 6625.40%-6623.8pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $1,609 | $1,615-0.4% | $2,266-29.0% | $2,203-27.0% |
| Participant deferral / active EE | $2,736 | $2,844-3.8% | $3,560-23.1% | $3,192-14.3% |
| Admin fee / account holder | $334 | $3,958-91.6% | $4,821-93.1% | $4,297-92.2% |