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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 | $17,826 | $157,296-88.7% | $141,191-87.4% | $152,897-88.3% |
| Participation rate | 22.7% | 84.8%-62.1pp | 82.5%-59.7pp | 82.5%-59.7pp |
| Annual return | 41.62% | 64.34%-22.7pp | 71.41%-29.8pp | 345.43%-303.8pp |
| Employer contribution / active EE | $970 | $5,262-81.6% | $4,736-79.5% | $4,764-79.6% |
| Participant deferral / active EE | $2,981 | $7,111-58.1% | $6,710-55.6% | $5,851-49.0% |
| Admin fee / account holder | $1,513 | $12,125-87.5% | $10,264-85.3% | $11,599-87.0% |