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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 | $19,022 | $165,399-88.5% | $149,745-87.3% | $158,982-88.0% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 33.90% | 348.34%-314.4pp | 276.72%-242.8pp | 302.99%-269.1pp |
| Employer contribution / active EE | $2,917 | $5,105-42.9% | $4,646-37.2% | $4,763-38.8% |
| Participant deferral / active EE | $9,819 | $7,183+36.7% | $6,843+43.5% | $5,983+64.1% |
| Admin fee / account holder | $15,243 | $10,811+41.0% | $9,312+63.7% | $11,252+35.5% |