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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 | $20,118 | $166,131-87.9% | $164,975-87.8% | $145,877-86.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 11.36% | 100.37%-89.0pp | 70.12%-58.8pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,580 | $5,276-70.1% | $4,343-63.6% | $4,663-66.1% |
| Participant deferral / active EE | $5,143 | $6,962-26.1% | $6,033-14.8% | $6,691-23.1% |
| Admin fee / account holder | $852 | $16,648-94.9% | $12,688-93.3% | $13,402-93.6% |