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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 | $27,753 | $183,978-84.9% | $162,171-82.9% | $152,885-81.8% |
| Participation rate | 52.4% | 88.5%-36.1pp | 87.6%-35.2pp | 82.5%-30.1pp |
| Annual return | 25.06% | 150.78%-125.7pp | 115.60%-90.5pp | 345.39%-320.3pp |
| Employer contribution / active EE | $1,395 | $6,370-78.1% | $5,613-75.1% | $4,763-70.7% |
| Participant deferral / active EE | $3,429 | $8,033-57.3% | $7,297-53.0% | $5,851-41.4% |
| Admin fee / account holder | $2,547 | $13,122-80.6% | $10,843-76.5% | $11,598-78.0% |