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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 | $19,475 | $157,296-87.6% | $141,191-86.2% | $152,897-87.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 18.18% | 64.34%-46.2pp | 71.41%-53.2pp | 345.43%-327.2pp |
| Employer contribution / active EE | $2,823 | $5,262-46.4% | $4,736-40.4% | $4,764-40.7% |
| Participant deferral / active EE | $4,408 | $7,111-38.0% | $6,710-34.3% | $5,851-24.7% |
| Admin fee / account holder | $8,386 | $12,125-30.8% | $10,264-18.3% | $11,599-27.7% |