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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 | $15,136 | $160,070-90.5% | $147,117-89.7% | $145,897-89.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.06% | 98.69%-87.6pp | 420.54%-409.5pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,859 | $5,285-64.8% | $4,932-62.3% | $4,663-60.1% |
| Participant deferral / active EE | $2,613 | $8,419-69.0% | $8,065-67.6% | $6,689-60.9% |
| Admin fee / account holder | $6,684 | $15,035-55.5% | $12,993-48.6% | $13,390-50.1% |