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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 | $20,566 | $166,268-87.6% | $165,100-87.5% | $145,897-85.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 16.44% | 100.52%-84.1pp | 70.21%-53.8pp | 552.29%-535.9pp |
| Employer contribution / active EE | $2,083 | $5,284-60.6% | $4,348-52.1% | $4,663-55.3% |
| Participant deferral / active EE | $4,401 | $6,964-36.8% | $6,035-27.1% | $6,689-34.2% |
| Admin fee / account holder | $602 | $16,659-96.4% | $12,696-95.3% | $13,390-95.5% |