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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 | $12,835 | $107,363-88.0% | $92,909-86.2% | $152,897-91.6% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.5%-24.1pp |
| Annual return | 24.07% | 145.63%-121.6pp | 109.44%-85.4pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,119 | $4,222-73.5% | $3,653-69.4% | $4,764-76.5% |
| Participant deferral / active EE | $1,505 | $4,848-69.0% | $4,238-64.5% | $5,851-74.3% |
| Admin fee / account holder | $1,088 | $7,082-84.6% | $5,795-81.2% | $11,599-90.6% |