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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 | $17,701 | $165,399-89.3% | $149,745-88.2% | $158,982-88.9% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 36.20% | 348.34%-312.1pp | 276.72%-240.5pp | 302.99%-266.8pp |
| Employer contribution / active EE | $2,675 | $5,105-47.6% | $4,646-42.4% | $4,763-43.8% |
| Participant deferral / active EE | $5,984 | $7,183-16.7% | $6,843-12.5% | $5,9830% |
| Admin fee / account holder | $1,942 | $10,811-82.0% | $9,312-79.1% | $11,252-82.7% |