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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 | $18,965 | $144,130-86.8% | $117,860-83.9% | $147,585-87.1% |
| Participation rate | 63.6% | 83.4%-19.8pp | 79.7%-16.0pp | 82.8%-19.2pp |
| Annual return | 14.62% | 531.20%-516.6pp | 335.10%-320.5pp | 578.58%-564.0pp |
| Employer contribution / active EE | $1,032 | $4,897-78.9% | $3,786-72.7% | $4,876-78.8% |
| Participant deferral / active EE | $2,923 | $5,316-45.0% | $4,482-34.8% | $5,439-46.3% |
| Admin fee / account holder | $2,810 | $10,887-74.2% | $8,021-65.0% | $10,886-74.2% |