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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 | $12,539 | $183,627-93.2% | $155,602-91.9% | $145,978-91.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 12.03% | 61.32%-49.3pp | 64.81%-52.8pp | 550.52%-538.5pp |
| Employer contribution / active EE | $1,314 | $5,316-75.3% | $4,675-71.9% | $4,662-71.8% |
| Participant deferral / active EE | $2,392 | $6,466-63.0% | $5,629-57.5% | $6,690-64.2% |
| Admin fee / account holder | $2,582 | $19,327-86.6% | $15,923-83.8% | $13,400-80.7% |