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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 | $16,000 | $183,539-91.3% | $155,556-89.7% | $145,897-89.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 11.42% | 61.31%-49.9pp | 64.84%-53.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,993 | $5,315-62.5% | $4,675-57.4% | $4,663-57.3% |
| Participant deferral / active EE | $4,453 | $6,467-31.1% | $5,631-20.9% | $6,689-33.4% |
| Admin fee / account holder | $417 | $19,275-97.8% | $15,885-97.4% | $13,390-96.9% |