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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 | $18,730 | $166,242-88.7% | $165,071-88.7% | $145,884-87.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 9.90% | 100.44%-90.5pp | 70.17%-60.3pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,593 | $5,283-69.8% | $4,347-63.4% | $4,662-65.8% |
| Participant deferral / active EE | $2,591 | $6,964-62.8% | $6,035-57.1% | $6,690-61.3% |
| Admin fee / account holder | $2,332 | $16,658-86.0% | $12,695-81.6% | $13,392-82.6% |