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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 | $29,842 | $209,425-85.8% | $178,499-83.3% | $158,966-81.2% |
| Participation rate | 63.6% | 86.4%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 15.47% | 188.80%-173.3pp | 151.10%-135.6pp | 302.95%-287.5pp |
| Employer contribution / active EE | $2,071 | $5,707-63.7% | $5,011-58.7% | $4,762-56.5% |
| Participant deferral / active EE | $2,920 | $5,955-51.0% | $5,202-43.9% | $5,983-51.2% |
| Admin fee / account holder | $3,436 | $17,078-79.9% | $13,986-75.4% | $11,250-69.5% |