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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 | $10,846 | $211,288-94.9% | $178,540-93.9% | $145,884-92.6% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 16.33% | 30.27%-13.9pp | 27.15%-10.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,013 | $4,574-77.9% | $3,953-74.4% | $4,662-78.3% |
| Participant deferral / active EE | $1,266 | $6,967-81.8% | $6,281-79.8% | $6,690-81.1% |
| Admin fee / account holder | $469 | $12,105-96.1% | $10,424-95.5% | $13,392-96.5% |