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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 | $19,575 | $176,077-88.9% | $159,455-87.7% | $167,518-88.3% |
| Participation rate | 35.3% | 84.9%-49.7pp | 82.8%-47.5pp | 82.1%-46.8pp |
| Annual return | 21.97% | 331.83%-309.9pp | 263.63%-241.7pp | 478.71%-456.7pp |
| Employer contribution / active EE | $1,365 | $5,298-74.2% | $4,830-71.7% | $4,838-71.8% |
| Participant deferral / active EE | $4,712 | $7,751-39.2% | $7,353-35.9% | $6,342-25.7% |
| Admin fee / account holder | $13,141 | $12,556+4.7% | $10,800+21.7% | $12,312+6.7% |