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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 | $25,714 | $202,342-87.3% | $172,753-85.1% | $152,909-83.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 17.24% | 1029.88%-1012.6pp | 803.00%-785.8pp | 345.46%-328.2pp |
| Employer contribution / active EE | $1,537 | $5,857-73.8% | $5,144-70.1% | $4,764-67.7% |
| Participant deferral / active EE | $2,683 | $5,948-54.9% | $5,198-48.4% | $5,851-54.1% |
| Admin fee / account holder | $8,048 | $17,112-53.0% | $13,956-42.3% | $11,601-30.6% |