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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 | $13,849 | $150,435-90.8% | $120,580-88.5% | $145,897-90.5% |
| Participation rate | 53.3% | 78.8%-25.5pp | 72.0%-18.6pp | 80.3%-27.0pp |
| Annual return | 11.12% | 154.60%-143.5pp | 107.48%-96.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,351 | $4,352-69.0% | $3,469-61.1% | $4,663-71.0% |
| Participant deferral / active EE | $2,048 | $6,174-66.8% | $4,995-59.0% | $6,689-69.4% |
| Admin fee / account holder | $1,964 | $12,182-83.9% | $9,418-79.1% | $13,390-85.3% |