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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 | $10,141 | $114,073-91.1% | $96,161-89.5% | $167,518-93.9% |
| Participation rate | 53.3% | 75.1%-21.7pp | 68.4%-15.1pp | 82.1%-28.8pp |
| Annual return | 24.72% | 189.95%-165.2pp | 192.01%-167.3pp | 478.71%-454.0pp |
| Employer contribution / active EE | $771 | $3,428-77.5% | $2,798-72.4% | $4,838-84.1% |
| Participant deferral / active EE | $2,547 | $5,195-51.0% | $4,349-41.5% | $6,342-59.8% |
| Admin fee / account holder | $800 | $6,899-88.4% | $5,538-85.6% | $12,312-93.5% |