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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 | $24,931 | $184,000-86.5% | $162,185-84.6% | $152,909-83.7% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 33.22% | 150.80%-117.6pp | 115.61%-82.4pp | 345.46%-312.2pp |
| Employer contribution / active EE | $2,946 | $6,370-53.8% | $5,613-47.5% | $4,764-38.2% |
| Participant deferral / active EE | $6,984 | $8,033-13.1% | $7,297-4.3% | $5,851+19.4% |
| Admin fee / account holder | $1,955 | $13,124-85.1% | $10,844-82.0% | $11,601-83.1% |