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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 | $9,146 | $183,592-95.0% | $155,574-94.1% | $145,877-93.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.70% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,308 | $5,317-75.4% | $4,676-72.0% | $4,663-71.9% |
| Participant deferral / active EE | $1,863 | $6,466-71.2% | $5,629-66.9% | $6,691-72.2% |
| Admin fee / account holder | $1,964 | $19,316-89.8% | $15,914-87.7% | $13,402-85.3% |