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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 | $9,070 | $171,272-94.7% | $127,803-92.9% | $152,897-94.1% |
| Participation rate | 46.2% | 83.5%-37.3pp | 79.0%-32.9pp | 82.5%-36.3pp |
| Annual return | 55.44% | 23.54%+31.9pp | 26.14%+29.3pp | 345.43%-290.0pp |
| Employer contribution / active EE | $2,618 | $5,451-52.0% | $4,576-42.8% | $4,764-45.0% |
| Participant deferral / active EE | $5,555 | $7,043-21.1% | $6,023-7.8% | $5,851-5.1% |
| Admin fee / account holder | $5,017 | $14,540-65.5% | $9,399-46.6% | $11,599-56.7% |