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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 | $10,875 | $175,231-93.8% | $149,696-92.7% | $139,466-92.2% |
| Participation rate | 56.5% | 83.4%-26.9pp | 78.8%-22.3pp | 80.3%-23.8pp |
| Annual return | 20.02% | 166.77%-146.8pp | 134.46%-114.4pp | 373.66%-353.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,363 | $6,521-48.4% | $5,682-40.8% | $6,712-49.9% |
| Admin fee / account holder | $806 | $16,155-95.0% | $13,212-93.9% | $11,409-92.9% |