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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 | $19,069 | $176,077-89.2% | $159,455-88.0% | $167,518-88.6% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 19.60% | 331.83%-312.2pp | 263.63%-244.0pp | 478.71%-459.1pp |
| Employer contribution / active EE | $1,882 | $5,298-64.5% | $4,830-61.0% | $4,838-61.1% |
| Participant deferral / active EE | $4,926 | $7,751-36.4% | $7,353-33.0% | $6,342-22.3% |
| Admin fee / account holder | $4,366 | $12,556-65.2% | $10,800-59.6% | $12,312-64.5% |