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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 | $10,506 | $210,698-95.0% | $178,014-94.1% | $145,959-92.8% |
| Participation rate | 47.1% | 80.8%-33.7pp | 77.1%-30.0pp | 80.3%-33.2pp |
| Annual return | 10.52% | 386.27%-375.8pp | 294.80%-284.3pp | 561.95%-551.4pp |
| Employer contribution / active EE | $1,054 | $4,567-76.9% | $3,950-73.3% | $4,661-77.4% |
| Participant deferral / active EE | $1,513 | $6,958-78.3% | $6,276-75.9% | $6,689-77.4% |
| Admin fee / account holder | $456 | $12,016-96.2% | $10,362-95.6% | $13,398-96.6% |