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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 | $28,104 | $209,422-86.6% | $178,503-84.3% | $158,982-82.3% |
| Participation rate | 64.3% | 86.4%-22.1pp | 81.9%-17.6pp | 82.0%-17.7pp |
| Annual return | 9.07% | 188.81%-179.7pp | 151.12%-142.0pp | 302.99%-293.9pp |
| Employer contribution / active EE | $1,546 | $5,707-72.9% | $5,011-69.1% | $4,763-67.5% |
| Participant deferral / active EE | $2,637 | $5,955-55.7% | $5,202-49.3% | $5,983-55.9% |
| Admin fee / account holder | $16,101 | $17,079-5.7% | $13,987+15.1% | $11,252+43.1% |