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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 | $9,236 | $208,088-95.6% | $186,193-95.0% | $154,746-94.0% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.1%-14.6pp | 80.7%-18.2pp |
| Annual return | 26.39% | 89.97%-63.6pp | 78.03%-51.6pp | 172.34%-145.9pp |
| Employer contribution / active EE | $766 | $4,340-82.4% | $3,918-80.5% | $4,379-82.5% |
| Participant deferral / active EE | $1,410 | $7,078-80.1% | $6,513-78.3% | $6,730-79.0% |
| Admin fee / account holder | $2,371 | $11,698-79.7% | $11,058-78.6% | $14,365-83.5% |