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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 | $15,023 | $144,130-89.6% | $117,861-87.3% | $147,586-89.8% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 17.27% | 531.20%-513.9pp | 335.11%-317.8pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,286 | $4,897-73.7% | $3,786-66.0% | $4,876-73.6% |
| Participant deferral / active EE | $3,070 | $5,316-42.2% | $4,482-31.5% | $5,439-43.5% |
| Admin fee / account holder | $2,560 | $10,887-76.5% | $8,021-68.1% | $10,886-76.5% |