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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 | $16,108 | $176,688-90.9% | $130,660-87.7% | $152,909-89.5% |
| Participation rate | 54.5% | 79.0%-24.4pp | 71.7%-17.2pp | 82.5%-27.9pp |
| Annual return | 22.08% | 2693.08%-2671.0pp | 1709.29%-1687.2pp | 345.46%-323.4pp |
| Employer contribution / active EE | $1,610 | $5,743-72.0% | $4,092-60.7% | $4,764-66.2% |
| Participant deferral / active EE | $2,663 | $4,362-39.0% | $3,603-26.1% | $5,851-54.5% |
| Admin fee / account holder | $620 | $7,131-91.3% | $5,463-88.6% | $11,601-94.7% |