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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 | $21,827 | $217,427-90.0% | $185,837-88.3% | $167,518-87.0% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 15.15% | 148.39%-133.2pp | 122.08%-106.9pp | 478.71%-463.6pp |
| Employer contribution / active EE | $3,549 | $5,874-39.6% | $5,168-31.3% | $4,838-26.6% |
| Participant deferral / active EE | $3,549 | $6,357-44.2% | $5,568-36.3% | $6,342-44.0% |
| Admin fee / account holder | $3,764 | $19,816-81.0% | $16,241-76.8% | $12,312-69.4% |