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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 | $17,040 | $176,105-90.3% | $159,474-89.3% | $167,536-89.8% |
| Participation rate | 37.5% | 85.0%-47.5pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 22.90% | 331.91%-309.0pp | 263.68%-240.8pp | 478.82%-455.9pp |
| Employer contribution / active EE | $1,088 | $5,299-79.5% | $4,831-77.5% | $4,839-77.5% |
| Participant deferral / active EE | $3,382 | $7,751-56.4% | $7,353-54.0% | $6,342-46.7% |
| Admin fee / account holder | $1,189 | $12,559-90.5% | $10,802-89.0% | $12,315-90.3% |