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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 | $3,794 | $169,356-97.8% | $129,406-97.1% | $145,897-97.4% |
| Participation rate | 68.2% | 76.5%-8.3pp | 69.6%-1.5pp | 80.3%-12.1pp |
| Annual return | 9.27% | 14418.62%-14409.3pp | 9468.18%-9458.9pp | 552.29%-543.0pp |
| Employer contribution / active EE | $459 | $5,542-91.7% | $4,155-89.0% | $4,663-90.2% |
| Participant deferral / active EE | $752 | $4,987-84.9% | $4,167-82.0% | $6,689-88.8% |
| Admin fee / account holder | $690 | $9,915-93.0% | $7,689-91.0% | $13,390-94.9% |