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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 | $21,541 | $152,612-85.9% | $125,192-82.8% | $152,897-85.9% |
| Participation rate | 68.4% | 83.3%-14.9pp | 79.8%-11.4pp | 82.5%-14.0pp |
| Annual return | 37.17% | 54.85%-17.7pp | 43.79%-6.6pp | 345.43%-308.3pp |
| Employer contribution / active EE | $5,567 | $4,947+12.5% | $3,866+44.0% | $4,764+16.9% |
| Participant deferral / active EE | $6,255 | $5,868+6.6% | $4,937+26.7% | $5,851+6.9% |
| Admin fee / account holder | $2,008 | $13,437-85.1% | $9,704-79.3% | $11,599-82.7% |