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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 | $14,565 | $183,539-92.1% | $155,556-90.6% | $145,897-90.0% |
| Participation rate | 13.6% | 82.7%-69.1pp | 78.2%-64.6pp | 80.3%-66.7pp |
| Annual return | 10.38% | 61.31%-50.9pp | 64.84%-54.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $2,458 | $5,315-53.8% | $4,675-47.4% | $4,663-47.3% |
| Participant deferral / active EE | $3,915 | $6,467-39.5% | $5,631-30.5% | $6,689-41.5% |
| Admin fee / account holder | $2,629 | $19,275-86.4% | $15,885-83.5% | $13,390-80.4% |