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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 | $15,447 | $106,003-85.4% | $92,236-83.3% | $147,585-89.5% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 22.46% | 50.05%-27.6pp | 176.29%-153.8pp | 578.57%-556.1pp |
| Employer contribution / active EE | $1,799 | $4,333-58.5% | $3,679-51.1% | $4,876-63.1% |
| Participant deferral / active EE | $6,385 | $4,478+42.6% | $3,897+63.8% | $5,439+17.4% |
| Admin fee / account holder | $1,411 | $6,333-77.7% | $5,194-72.8% | $10,885-87.0% |