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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 | $30,698 | $202,345-84.8% | $172,755-82.2% | $152,885-79.9% |
| Participation rate | 58.8% | 87.1%-28.2pp | 82.6%-23.8pp | 82.5%-23.6pp |
| Annual return | 23.86% | 1029.77%-1005.9pp | 802.94%-779.1pp | 345.39%-321.5pp |
| Employer contribution / active EE | $1,831 | $5,858-68.7% | $5,144-64.4% | $4,763-61.6% |
| Participant deferral / active EE | $2,983 | $5,948-49.9% | $5,198-42.6% | $5,851-49.0% |
| Admin fee / account holder | $6,920 | $17,111-59.6% | $13,955-50.4% | $11,598-40.3% |