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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 | $14,955 | $202,463-92.6% | $169,397-91.2% | $139,487-89.3% |
| Participation rate | 33.3% | 81.1%-47.8pp | 77.2%-43.8pp | 80.3%-47.0pp |
| Annual return | 14.01% | 532.64%-518.6pp | 406.23%-392.2pp | 373.84%-359.8pp |
| Employer contribution / active EE | $890 | $4,694-81.0% | $4,013-77.8% | $4,755-81.3% |
| Participant deferral / active EE | $1,469 | $6,941-78.8% | $6,223-76.4% | $6,713-78.1% |
| Admin fee / account holder | $2,304 | $10,726-78.5% | $9,017-74.5% | $11,407-79.8% |