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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 | $11,709 | $175,257-93.3% | $149,717-92.2% | $139,456-91.6% |
| Participation rate | 60.9% | 83.4%-22.5pp | 78.8%-17.9pp | 80.3%-19.5pp |
| Annual return | 25.36% | 166.70%-141.3pp | 134.41%-109.0pp | 373.45%-348.1pp |
| Employer contribution / active EE | $1,482 | $5,477-72.9% | $4,820-69.3% | $4,753-68.8% |
| Participant deferral / active EE | $2,559 | $6,521-60.8% | $5,682-55.0% | $6,711-61.9% |
| Admin fee / account holder | $1,720 | $16,156-89.4% | $13,213-87.0% | $11,407-84.9% |