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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 | $16,686 | $81,208-79.5% | $98,920-83.1% | $79,852-79.1% |
| Participation rate | 62.9% | 72.5%-9.6pp | 76.0%-13.1pp | 69.6%-6.7pp |
| Annual return | 36.02% | 60.99%-25.0pp | 196.47%-160.5pp | 31.72%+4.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,627 | $3,265+72.4% | $4,245+32.6% | $3,740+50.4% |
| Admin fee / account holder | $309 | $6,013-94.9% | $6,643-95.4% | $5,306-94.2% |