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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 | $17,217 | $176,077-90.2% | $159,455-89.2% | $167,518-89.7% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 17.47% | 331.83%-314.4pp | 263.63%-246.2pp | 478.71%-461.2pp |
| Employer contribution / active EE | $2,128 | $5,298-59.8% | $4,830-56.0% | $4,838-56.0% |
| Participant deferral / active EE | $2,857 | $7,751-63.1% | $7,353-61.1% | $6,342-54.9% |
| Admin fee / account holder | $1,610 | $12,556-87.2% | $10,800-85.1% | $12,312-86.9% |