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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 | $21,973 | $217,432-89.9% | $185,849-88.2% | $167,536-86.9% |
| Participation rate | 47.1% | 86.1%-39.0pp | 81.7%-34.6pp | 82.1%-35.1pp |
| Annual return | 14.40% | 148.42%-134.0pp | 122.10%-107.7pp | 478.82%-464.4pp |
| Employer contribution / active EE | $1,645 | $5,875-72.0% | $5,169-68.2% | $4,839-66.0% |
| Participant deferral / active EE | $4,365 | $6,357-31.3% | $5,569-21.6% | $6,342-31.2% |
| Admin fee / account holder | $9,160 | $19,818-53.8% | $16,244-43.6% | $12,315-25.6% |