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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 | $19,551 | $202,342-90.3% | $172,752-88.7% | $152,897-87.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 13.75% | 1029.83%-1016.1pp | 802.97%-789.2pp | 345.43%-331.7pp |
| Employer contribution / active EE | $1,622 | $5,858-72.3% | $5,144-68.5% | $4,764-65.9% |
| Participant deferral / active EE | $3,735 | $5,948-37.2% | $5,198-28.1% | $5,851-36.2% |
| Admin fee / account holder | $6,254 | $17,111-63.5% | $13,955-55.2% | $11,599-46.1% |