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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 | $15,768 | $112,131-85.9% | $95,964-83.6% | $158,982-90.1% |
| Participation rate | 47.8% | 79.0%-31.2pp | 77.1%-29.3pp | 82.0%-34.1pp |
| Annual return | 16.74% | 171.19%-154.4pp | 91.64%-74.9pp | 302.99%-286.3pp |
| Employer contribution / active EE | $1,006 | $3,199-68.6% | $2,541-60.4% | $4,763-78.9% |
| Participant deferral / active EE | $1,951 | $4,784-59.2% | $4,167-53.2% | $5,983-67.4% |
| Admin fee / account holder | $1,995 | $10,136-80.3% | $6,797-70.7% | $11,252-82.3% |