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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 | $10,147 | $226,105-95.5% | $182,540-94.4% | $152,897-93.4% |
| Participation rate | 47.6% | 82.5%-34.8pp | 78.0%-30.4pp | 82.5%-34.8pp |
| Annual return | 32.93% | 192.58%-159.6pp | 148.58%-115.6pp | 345.43%-312.5pp |
| Employer contribution / active EE | $570 | $4,978-88.5% | $4,076-86.0% | $4,764-88.0% |
| Participant deferral / active EE | $3,330 | $6,370-47.7% | $5,525-39.7% | $5,851-43.1% |
| Admin fee / account holder | $378 | $10,706-96.5% | $8,593-95.6% | $11,599-96.7% |