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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 | $30,042 | $198,457-84.9% | $170,435-82.4% | $147,586-79.6% |
| Participation rate | 56.3% | 88.0%-31.7pp | 83.6%-27.3pp | 82.8%-26.6pp |
| Annual return | 13.02% | 257.30%-244.3pp | 205.94%-192.9pp | 578.59%-565.6pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,465 | $5,629-56.2% | $4,939-50.1% | $5,439-54.7% |
| Admin fee / account holder | $4,995 | $16,852-70.4% | $13,881-64.0% | $10,886-54.1% |