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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 | $21,560 | $217,432-90.1% | $185,849-88.4% | $167,536-87.1% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 31.26% | 148.42%-117.2pp | 122.10%-90.8pp | 478.82%-447.6pp |
| Employer contribution / active EE | $3,683 | $5,875-37.3% | $5,169-28.7% | $4,839-23.9% |
| Participant deferral / active EE | $8,549 | $6,357+34.5% | $5,569+53.5% | $6,342+34.8% |
| Admin fee / account holder | $1,265 | $19,818-93.6% | $16,244-92.2% | $12,315-89.7% |