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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 | $12,262 | $166,242-92.6% | $165,071-92.6% | $145,884-91.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 10.13% | 100.44%-90.3pp | 70.17%-60.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,538 | $5,283-70.9% | $4,347-64.6% | $4,662-67.0% |
| Participant deferral / active EE | $2,381 | $6,964-65.8% | $6,035-60.5% | $6,690-64.4% |
| Admin fee / account holder | $1,851 | $16,658-88.9% | $12,695-85.4% | $13,392-86.2% |