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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 | $7,246 | $209,425-96.5% | $178,499-95.9% | $158,966-95.4% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 22.59% | 188.80%-166.2pp | 151.10%-128.5pp | 302.95%-280.4pp |
| Employer contribution / active EE | $1,677 | $5,707-70.6% | $5,011-66.5% | $4,762-64.8% |
| Participant deferral / active EE | $3,015 | $5,955-49.4% | $5,202-42.0% | $5,983-49.6% |
| Admin fee / account holder | $1,226 | $17,078-92.8% | $13,986-91.2% | $11,250-89.1% |