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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 | $17,605 | $157,296-88.8% | $141,191-87.5% | $152,897-88.5% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 30.04% | 64.34%-34.3pp | 71.41%-41.4pp | 345.43%-315.4pp |
| Employer contribution / active EE | $1,811 | $5,262-65.6% | $4,736-61.8% | $4,764-62.0% |
| Participant deferral / active EE | $4,654 | $7,111-34.5% | $6,710-30.6% | $5,851-20.5% |
| Admin fee / account holder | $3,183 | $12,125-73.8% | $10,264-69.0% | $11,599-72.6% |