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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 | $10,751 | $183,516-94.1% | $155,534-93.1% | $145,884-92.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 15.93% | 61.43%-45.5pp | 64.92%-49.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,064 | $5,315-61.2% | $4,675-55.8% | $4,662-55.7% |
| Participant deferral / active EE | $2,438 | $6,467-62.3% | $5,630-56.7% | $6,690-63.6% |
| Admin fee / account holder | $5,488 | $19,293-71.6% | $15,900-65.5% | $13,392-59.0% |