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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 | $15,970 | $157,304-89.8% | $141,197-88.7% | $152,909-89.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 19.87% | 64.34%-44.5pp | 71.41%-51.5pp | 345.46%-325.6pp |
| Employer contribution / active EE | $5,092 | $5,263-3.2% | $4,736+7.5% | $4,764+6.9% |
| Participant deferral / active EE | $7,618 | $7,111+7.1% | $6,710+13.5% | $5,851+30.2% |
| Admin fee / account holder | $1,717 | $12,126-85.8% | $10,265-83.3% | $11,601-85.2% |