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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 | $23,194 | $209,425-88.9% | $178,499-87.0% | $158,966-85.4% |
| Participation rate | 69.6% | 86.4%-16.8pp | 81.9%-12.4pp | 82.0%-12.4pp |
| Annual return | 24.72% | 188.80%-164.1pp | 151.10%-126.4pp | 302.95%-278.2pp |
| Employer contribution / active EE | $2,224 | $5,707-61.0% | $5,011-55.6% | $4,762-53.3% |
| Participant deferral / active EE | $5,387 | $5,955-9.5% | $5,202+3.5% | $5,983-10.0% |
| Admin fee / account holder | $5,599 | $17,078-67.2% | $13,986-60.0% | $11,250-50.2% |