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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 | $17,367 | $56,197-69.1% | $67,652-74.3% | $59,633-70.9% |
| Participation rate | 67.4% | 71.5%-4.0pp | 75.7%-8.2pp | 68.7%-1.2pp |
| Annual return | 345.94% | 18508.10%-18162.2pp | 6625.40%-6279.5pp | 2041.45%-1695.5pp |
| Employer contribution / active EE | $2,074 | $1,615+28.5% | $2,266-8.4% | $2,203-5.8% |
| Participant deferral / active EE | $3,667 | $2,844+29.0% | $3,560+3.0% | $3,192+14.9% |
| Admin fee / account holder | $495 | $3,958-87.5% | $4,821-89.7% | $4,297-88.5% |