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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 | $18,789 | $176,077-89.3% | $159,455-88.2% | $167,518-88.8% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 21.59% | 331.83%-310.2pp | 263.63%-242.0pp | 478.71%-457.1pp |
| Employer contribution / active EE | $2,131 | $5,298-59.8% | $4,830-55.9% | $4,838-56.0% |
| Participant deferral / active EE | $3,151 | $7,751-59.3% | $7,353-57.1% | $6,342-50.3% |
| Admin fee / account holder | $615 | $12,556-95.1% | $10,800-94.3% | $12,312-95.0% |