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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 | $14,576 | $106,008-86.2% | $92,240-84.2% | $147,586-90.1% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 21.66% | 50.05%-28.4pp | 176.29%-154.6pp | 578.59%-556.9pp |
| Employer contribution / active EE | $1,262 | $4,333-70.9% | $3,680-65.7% | $4,876-74.1% |
| Participant deferral / active EE | $1,647 | $4,478-63.2% | $3,897-57.7% | $5,439-69.7% |
| Admin fee / account holder | $1,662 | $6,333-73.7% | $5,194-68.0% | $10,886-84.7% |