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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 | $7,243 | $217,432-96.7% | $185,849-96.1% | $167,536-95.7% |
| Participation rate | 63.6% | 86.1%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 27.24% | 148.42%-121.2pp | 122.10%-94.9pp | 478.82%-451.6pp |
| Employer contribution / active EE | $1,380 | $5,875-76.5% | $5,169-73.3% | $4,839-71.5% |
| Participant deferral / active EE | $3,976 | $6,357-37.5% | $5,569-28.6% | $6,342-37.3% |
| Admin fee / account holder | $1,388 | $19,818-93.0% | $16,244-91.5% | $12,315-88.7% |