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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 | $26,290 | $217,432-87.9% | $185,849-85.9% | $167,536-84.3% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 14.69% | 148.42%-133.7pp | 122.10%-107.4pp | 478.82%-464.1pp |
| Employer contribution / active EE | $2,150 | $5,875-63.4% | $5,169-58.4% | $4,839-55.6% |
| Participant deferral / active EE | $3,526 | $6,357-44.5% | $5,569-36.7% | $6,342-44.4% |
| Admin fee / account holder | $770 | $19,818-96.1% | $16,244-95.3% | $12,315-93.7% |