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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 | $20,632 | $152,619-86.5% | $125,195-83.5% | $152,909-86.5% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 33.44% | 54.85%-21.4pp | 43.79%-10.4pp | 345.46%-312.0pp |
| Employer contribution / active EE | $1,537 | $4,947-68.9% | $3,866-60.2% | $4,764-67.7% |
| Participant deferral / active EE | $2,325 | $5,869-60.4% | $4,937-52.9% | $5,851-60.3% |
| Admin fee / account holder | $5,791 | $13,437-56.9% | $9,704-40.3% | $11,601-50.1% |