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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 | $17,717 | $176,105-89.9% | $159,474-88.9% | $167,536-89.4% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 141.63% | 331.91%-190.3pp | 263.68%-122.0pp | 478.82%-337.2pp |
| Employer contribution / active EE | $2,738 | $5,299-48.3% | $4,831-43.3% | $4,839-43.4% |
| Participant deferral / active EE | $6,235 | $7,751-19.6% | $7,353-15.2% | $6,342-1.7% |
| Admin fee / account holder | $2,573 | $12,559-79.5% | $10,802-76.2% | $12,315-79.1% |