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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 | $14,477 | $138,114-89.5% | $125,391-88.5% | $134,545-89.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | 2.50% | 750.88%-748.4pp | 572.41%-569.9pp | 418.37%-415.9pp |
| Employer contribution / active EE | $2,428 | $5,246-53.7% | $4,816-49.6% | $4,742-48.8% |
| Participant deferral / active EE | $3,853 | $7,801-50.6% | $7,448-48.3% | $6,401-39.8% |
| Admin fee / account holder | $1,054 | $11,570-90.9% | $10,009-89.5% | $11,431-90.8% |