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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 | $18,432 | $176,105-89.5% | $159,474-88.4% | $167,536-89.0% |
| Participation rate | 54.2% | 85.0%-30.8pp | 82.8%-28.7pp | 82.1%-27.9pp |
| Annual return | 39.41% | 331.91%-292.5pp | 263.68%-224.3pp | 478.82%-439.4pp |
| Employer contribution / active EE | $1,739 | $5,299-67.2% | $4,831-64.0% | $4,839-64.1% |
| Participant deferral / active EE | $4,961 | $7,751-36.0% | $7,353-32.5% | $6,342-21.8% |
| Admin fee / account holder | $1,614 | $12,559-87.2% | $10,802-85.1% | $12,315-86.9% |