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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 | $16,791 | $166,268-89.9% | $165,100-89.8% | $145,897-88.5% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.1pp |
| Annual return | 14.12% | 100.52%-86.4pp | 70.21%-56.1pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,556 | $5,284-70.6% | $4,348-64.2% | $4,663-66.6% |
| Participant deferral / active EE | $2,218 | $6,964-68.1% | $6,035-63.2% | $6,689-66.8% |
| Admin fee / account holder | $1,205 | $16,659-92.8% | $12,696-90.5% | $13,390-91.0% |