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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 | $11,083 | $160,040-93.1% | $147,096-92.5% | $145,877-92.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 74.42% | 98.49%-24.1pp | 419.75%-345.3pp | 551.28%-476.9pp |
| Employer contribution / active EE | $2,439 | $5,289-53.9% | $4,936-50.6% | $4,663-47.7% |
| Participant deferral / active EE | $5,256 | $8,429-37.6% | $8,071-34.9% | $6,691-21.4% |
| Admin fee / account holder | $7,003 | $15,050-53.5% | $13,005-46.2% | $13,402-47.7% |