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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 | $5,071 | $99,652-94.9% | $78,778-93.6% | $147,586-96.6% |
| Participation rate | 61.5% | 76.2%-14.7pp | 69.2%-7.7pp | 82.8%-21.3pp |
| Annual return | 17.00% | 47.28%-30.3pp | 35.62%-18.6pp | 578.59%-561.6pp |
| Employer contribution / active EE | $2,503 | $2,796-10.5% | $1,986+26.1% | $4,876-48.7% |
| Participant deferral / active EE | $1,265 | $3,664-65.5% | $2,958-57.2% | $5,439-76.7% |
| Admin fee / account holder | $1,362 | $7,155-81.0% | $5,134-73.5% | $10,886-87.5% |