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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 | $18,529 | $165,399-88.8% | $149,745-87.6% | $158,982-88.3% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 84.80% | 348.34%-263.5pp | 276.72%-191.9pp | 302.99%-218.2pp |
| Employer contribution / active EE | $1,705 | $5,105-66.6% | $4,646-63.3% | $4,763-64.2% |
| Participant deferral / active EE | $6,340 | $7,183-11.7% | $6,843-7.4% | $5,983+6.0% |
| Admin fee / account holder | $587 | $10,811-94.6% | $9,312-93.7% | $11,252-94.8% |