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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 | $19,924 | $226,046-91.2% | $182,508-89.1% | $152,870-87.0% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.0%-19.6pp | 82.4%-24.1pp |
| Annual return | 14.84% | 192.52%-177.7pp | 148.54%-133.7pp | 345.34%-330.5pp |
| Employer contribution / active EE | $1,282 | $4,977-74.2% | $4,075-68.5% | $4,763-73.1% |
| Participant deferral / active EE | $3,976 | $6,368-37.6% | $5,525-28.0% | $5,850-32.0% |
| Admin fee / account holder | $1,079 | $10,704-89.9% | $8,592-87.4% | $11,597-90.7% |