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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 | $9,368 | $134,817-93.1% | $123,973-92.4% | $155,188-94.0% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 10.22% | 515.49%-505.3pp | 388.13%-377.9pp | 148.84%-138.6pp |
| Employer contribution / active EE | $11,135 | $4,425+151.6% | $4,126+169.9% | $4,248+162.1% |
| Participant deferral / active EE | $3,690 | $5,706-35.3% | $5,247-29.7% | $6,531-43.5% |
| Admin fee / account holder | $4,562 | $13,245-65.6% | $11,799-61.3% | $14,480-68.5% |