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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 | $17,470 | $217,432-92.0% | $185,849-90.6% | $167,536-89.6% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 16.55% | 148.42%-131.9pp | 122.10%-105.5pp | 478.82%-462.3pp |
| Employer contribution / active EE | $1,416 | $5,875-75.9% | $5,169-72.6% | $4,839-70.7% |
| Participant deferral / active EE | $3,933 | $6,357-38.1% | $5,569-29.4% | $6,342-38.0% |
| Admin fee / account holder | $1,264 | $19,818-93.6% | $16,244-92.2% | $12,315-89.7% |