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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 | $10,319 | $185,856-94.4% | $170,028-93.9% | $139,456-92.6% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 34.37% | 60.52%-26.2pp | 53.39%-19.0pp | 373.45%-339.1pp |
| Employer contribution / active EE | $1,830 | $7,593-75.9% | $6,788-73.0% | $4,753-61.5% |
| Participant deferral / active EE | $3,093 | $11,623-73.4% | $10,409-70.3% | $6,711-53.9% |
| Admin fee / account holder | $5,242 | $15,387-65.9% | $12,820-59.1% | $11,407-54.0% |