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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 | $21,331 | $209,425-89.8% | $178,499-88.0% | $158,966-86.6% |
| Participation rate | 55.0% | 86.4%-31.4pp | 81.9%-26.9pp | 82.0%-27.0pp |
| Annual return | 49.79% | 188.80%-139.0pp | 151.10%-101.3pp | 302.95%-253.2pp |
| Employer contribution / active EE | $1,620 | $5,707-71.6% | $5,011-67.7% | $4,762-66.0% |
| Participant deferral / active EE | $3,011 | $5,955-49.4% | $5,202-42.1% | $5,983-49.7% |
| Admin fee / account holder | $1,990 | $17,078-88.3% | $13,986-85.8% | $11,250-82.3% |