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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 | $15,675 | $183,516-91.5% | $155,534-89.9% | $145,884-89.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.45% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,073 | $5,315-79.8% | $4,675-77.0% | $4,662-77.0% |
| Participant deferral / active EE | $2,377 | $6,467-63.2% | $5,630-57.8% | $6,690-64.5% |
| Admin fee / account holder | $2,465 | $19,293-87.2% | $15,900-84.5% | $13,392-81.6% |