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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 | $15,470 | $107,363-85.6% | $92,909-83.3% | $152,897-89.9% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 35.44% | 145.63%-110.2pp | 109.44%-74.0pp | 345.43%-310.0pp |
| Employer contribution / active EE | $831 | $4,222-80.3% | $3,653-77.2% | $4,764-82.5% |
| Participant deferral / active EE | $3,378 | $4,848-30.3% | $4,238-20.3% | $5,851-42.3% |
| Admin fee / account holder | $3,360 | $7,082-52.6% | $5,795-42.0% | $11,599-71.0% |