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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 | $11,559 | $175,259-93.4% | $149,723-92.3% | $139,487-91.7% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 15.35% | 166.82%-151.5pp | 134.50%-119.1pp | 373.84%-358.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,352 | $6,522-33.3% | $5,682-23.4% | $6,713-35.2% |
| Admin fee / account holder | $916 | $16,158-94.3% | $13,215-93.1% | $11,407-92.0% |