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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 | $4,936 | $210,698-97.7% | $178,014-97.2% | $145,959-96.6% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 14.32% | 386.27%-372.0pp | 294.80%-280.5pp | 561.95%-547.6pp |
| Employer contribution / active EE | $1,735 | $4,567-62.0% | $3,950-56.1% | $4,661-62.8% |
| Participant deferral / active EE | $1,763 | $6,958-74.7% | $6,276-71.9% | $6,689-73.6% |
| Admin fee / account holder | $551 | $12,016-95.4% | $10,362-94.7% | $13,398-95.9% |