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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 | $20,329 | $176,105-88.5% | $159,474-87.3% | $167,536-87.9% |
| Participation rate | 61.1% | 85.0%-23.8pp | 82.8%-21.7pp | 82.1%-21.0pp |
| Annual return | 19.79% | 331.91%-312.1pp | 263.68%-243.9pp | 478.82%-459.0pp |
| Employer contribution / active EE | $2,039 | $5,299-61.5% | $4,831-57.8% | $4,839-57.9% |
| Participant deferral / active EE | $6,058 | $7,751-21.8% | $7,353-17.6% | $6,342-4.5% |
| Admin fee / account holder | $598 | $12,559-95.2% | $10,802-94.5% | $12,315-95.1% |