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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 | $25,842 | $209,874-87.7% | $189,537-86.4% | $167,536-84.6% |
| Participation rate | 69.2% | 88.7%-19.4pp | 87.8%-18.6pp | 82.1%-12.9pp |
| Annual return | 16.97% | 748.61%-731.6pp | 555.34%-538.4pp | 478.82%-461.8pp |
| Employer contribution / active EE | $2,214 | $6,913-68.0% | $6,161-64.1% | $4,839-54.2% |
| Participant deferral / active EE | $4,272 | $8,934-52.2% | $8,220-48.0% | $6,342-32.6% |
| Admin fee / account holder | $9,801 | $14,299-31.5% | $12,048-18.7% | $12,315-20.4% |