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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 | $21,561 | $157,304-86.3% | $141,197-84.7% | $152,909-85.9% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 34.21% | 64.34%-30.1pp | 71.41%-37.2pp | 345.46%-311.3pp |
| Employer contribution / active EE | $1,242 | $5,263-76.4% | $4,736-73.8% | $4,764-73.9% |
| Participant deferral / active EE | $5,175 | $7,111-27.2% | $6,710-22.9% | $5,851-11.6% |
| Admin fee / account holder | $415 | $12,126-96.6% | $10,265-96.0% | $11,601-96.4% |