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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 | $15,537 | $168,635-90.8% | $147,617-89.5% | $125,389-87.6% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | 4.52% | 77.65%-73.1pp | 61.98%-57.5pp | 282.24%-277.7pp |
| Employer contribution / active EE | $1,533 | $6,252-75.5% | $5,564-72.4% | $4,866-68.5% |
| Participant deferral / active EE | $3,321 | $5,507-39.7% | $4,895-32.2% | $5,352-37.9% |
| Admin fee / account holder | $627 | $13,580-95.4% | $11,612-94.6% | $9,541-93.4% |