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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 | $6,679 | $175,231-96.2% | $149,696-95.5% | $139,466-95.2% |
| Participation rate | 47.6% | 83.4%-35.8pp | 78.8%-31.2pp | 80.3%-32.7pp |
| Annual return | 38.26% | 166.77%-128.5pp | 134.46%-96.2pp | 373.66%-335.4pp |
| Employer contribution / active EE | $1,656 | $5,478-69.8% | $4,821-65.7% | $4,754-65.2% |
| Participant deferral / active EE | $2,033 | $6,521-68.8% | $5,682-64.2% | $6,712-69.7% |
| Admin fee / account holder | $1,035 | $16,155-93.6% | $13,212-92.2% | $11,409-90.9% |