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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 | $18,841 | $144,130-86.9% | $117,861-84.0% | $147,586-87.2% |
| Participation rate | 52.6% | 83.4%-30.8pp | 79.7%-27.0pp | 82.8%-30.2pp |
| Annual return | 29.49% | 531.20%-501.7pp | 335.11%-305.6pp | 578.59%-549.1pp |
| Employer contribution / active EE | $929 | $4,897-81.0% | $3,786-75.5% | $4,876-80.9% |
| Participant deferral / active EE | $4,510 | $5,316-15.2% | $4,482+0.6% | $5,439-17.1% |
| Admin fee / account holder | $841 | $10,887-92.3% | $8,021-89.5% | $10,886-92.3% |