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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 | $17,364 | $157,296-89.0% | $141,191-87.7% | $152,897-88.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 26.94% | 64.34%-37.4pp | 71.41%-44.5pp | 345.43%-318.5pp |
| Employer contribution / active EE | $1,464 | $5,262-72.2% | $4,736-69.1% | $4,764-69.3% |
| Participant deferral / active EE | $3,329 | $7,111-53.2% | $6,710-50.4% | $5,851-43.1% |
| Admin fee / account holder | $578 | $12,125-95.2% | $10,264-94.4% | $11,599-95.0% |