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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 | $15,984 | $183,516-91.3% | $155,534-89.7% | $145,884-89.0% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 14.94% | 61.43%-46.5pp | 64.92%-50.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $2,139 | $5,315-59.8% | $4,675-54.3% | $4,662-54.1% |
| Participant deferral / active EE | $4,644 | $6,467-28.2% | $5,630-17.5% | $6,690-30.6% |
| Admin fee / account holder | $1,003 | $19,293-94.8% | $15,900-93.7% | $13,392-92.5% |