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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 | $18,184 | $154,209-88.2% | $130,062-86.0% | $139,487-87.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 15.25% | 32.52%-17.3pp | -137.37%+152.6pp | 373.84%-358.6pp |
| Employer contribution / active EE | $2,221 | $5,292-58.0% | $4,322-48.6% | $4,755-53.3% |
| Participant deferral / active EE | $3,380 | $6,709-49.6% | $5,821-41.9% | $6,713-49.6% |
| Admin fee / account holder | $2,256 | $13,988-83.9% | $10,601-78.7% | $11,407-80.2% |