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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 | $10,270 | $132,634-92.3% | $115,768-91.1% | $137,256-92.5% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.4%-11.9pp | 80.0%-17.5pp |
| Annual return | 11.24% | 160.70%-149.5pp | 100.46%-89.2pp | 220.34%-209.1pp |
| Employer contribution / active EE | $684 | $3,360-79.6% | $2,940-76.7% | $4,156-83.5% |
| Participant deferral / active EE | $3,671 | $5,619-34.7% | $4,917-25.3% | $6,407-42.7% |
| Admin fee / account holder | $533 | $15,028-96.5% | $12,439-95.7% | $12,270-95.7% |