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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 | $18,793 | $166,131-88.7% | $164,975-88.6% | $145,877-87.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 51.65% | 100.37%-48.7pp | 70.12%-18.5pp | 551.28%-499.6pp |
| Employer contribution / active EE | $1,387 | $5,276-73.7% | $4,343-68.1% | $4,663-70.3% |
| Participant deferral / active EE | $3,281 | $6,962-52.9% | $6,033-45.6% | $6,691-51.0% |
| Admin fee / account holder | $313 | $16,648-98.1% | $12,688-97.5% | $13,402-97.7% |