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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 | $12,602 | $148,623-91.5% | $135,974-90.7% | $139,466-91.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 23.61% | 79.30%-55.7pp | 68.30%-44.7pp | 373.66%-350.1pp |
| Employer contribution / active EE | $2,047 | $5,246-61.0% | $4,859-57.9% | $4,754-56.9% |
| Participant deferral / active EE | $3,231 | $8,103-60.1% | $7,760-58.4% | $6,712-51.9% |
| Admin fee / account holder | $5,176 | $12,406-58.3% | $10,767-51.9% | $11,409-54.6% |