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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 | $16,517 | $102,385-83.9% | $147,080-88.8% | $80,935-79.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 22.11% | 135.09%-113.0pp | 420.17%-398.1pp | 35.66%-13.5pp |
| Employer contribution / active EE | $1,757 | $3,717-52.7% | $4,933-64.4% | $2,757-36.3% |
| Participant deferral / active EE | $5,720 | $6,651-14.0% | $8,066-29.1% | $4,299+33.0% |
| Admin fee / account holder | $1,362 | $7,951-82.9% | $12,989-89.5% | $6,924-80.3% |