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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 | $26,569 | $209,428-87.3% | $178,498-85.1% | $158,950-83.3% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 13.05% | 188.78%-175.7pp | 151.09%-138.0pp | 302.91%-289.9pp |
| Employer contribution / active EE | $2,239 | $5,707-60.8% | $5,011-55.3% | $4,762-53.0% |
| Participant deferral / active EE | $5,405 | $5,955-9.2% | $5,202+3.9% | $5,983-9.7% |
| Admin fee / account holder | $2,007 | $17,077-88.3% | $13,985-85.7% | $11,248-82.2% |